Positioning (crowdness) matters, also it matters that people question trends. So when I see for example a Quad 1 or 2 develop and everybody is short and bearish (like in Jan 2023), that call becomes more significant... Right now positioning is neutral on stocks...
Why is Jason Shapiro’s opinion relevant in your opinion? I have seen you posting screenshots of his tweets several time
Positioning (crowdness) matters, also it matters that people question trends. So when I see for example a Quad 1 or 2 develop and everybody is short and bearish (like in Jan 2023), that call becomes more significant... Right now positioning is neutral on stocks...