We believe that we are near the end of the tightening cycle, says Jason Browne. He talks about some supporting factors include extreme bearish sentiment and defensive positioning. He talks about how he likes short-term treasury securities and views the bond rally as a countertrend bounce after a horrible year. He notes that the 2022 bear market bottom in October was the low. He goes over how a new, cyclical bull market is underway. Tune in to find out more about the stock market today.
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