In our July 27, 2023 weekly note and podcast|videocast we talked about a 3-5% pullback in the month of August.  We also said we expected these dips would be BOUGHT due to the fact that most managers under-performed in 1H and were still overweight cash/t-bills and underweight equities (relative to their 20 year history): Last … Continue reading “So Far, So Good” Stock Market (and Sentiment Results)…