Not all stocks / sectors move together and the same is currently very true for indices in the US which any heavily exposed to tech which look / feel heavy whereas the broad based Russell 3000 still appears capable of making fresh all-time highs after its “healthy” 13% correction. Again obviously a scary outcome from the Ukraine is likely to scupper stocks short-term but the markets bearish consensus could ironically provide the foundations for a decent rally over the coming months.
MM is bullish broad based US equities
