The View from 5th Avenue

The View from 5th Avenue – 16 November 2022

The errant missile yesterday offered a reason for traders to take profits, especially as US indexes approached some interesting resistance levels. The S&P 500 was hovering around 4000, and Nasdaq around its 100-day (11,511), and many sectors had similar patterns. Even though positioning remains defensive with higher-than-average cash levels, investors had to protect themselves in case a year-end rally takes hold.

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