Cyclical or Secular Bear?

Published on
December 19th, 2018
Duration
36 minutes


Cyclical or Secular Bear?

Skin In The Game ·
Featuring Mark Ritchie II

Published on: December 19th, 2018 • Duration: 36 minutes

Mark Ritchie II is cautious. He moved to 100% cash in October 2018. Many stocks are already in a bear market, but he's looking for sentiment to sour further and for clear signs of capitulation before he dips his toe back in. Since filming on 12th December (originally for release on Jan 2nd), US equities have fallen an additional 5%, sentiment has deteriorated and some of the lows have been violated, but Mark remains in cash. Filmed December 12th 2018, in New York.

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