This Market Could Blindside Investors When They Least Expect It

Though not a guarantee, I explore what could be a wicked fake out from equity markets.

After reading what seems like an endless stream of hedge fund letters and thoughts from some of my favorites in the market the last few weeks, I realized that I haven’t put out an update on my own personal thoughts on the market, and how I am positioning heading into the end of October.

So today, let’s do a bit of stock market housekeeping and I’ll briefly explain my thoughts on where I think the market is headed and what sectors I continue to find interesting. Most importantly, I want to re-emphasize how I think the market could wind up blindsiding investors in a bid to try and continue to urge caution here, in what are unprecedented circumstances for our markets, our nation and our economy.