Q1 2019 Earnings & Volatility Positioning

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One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4 2018, is that is merely a human assessment, something that has an increasingly insignificant role in the equity markets.  The equity markets are increasingly underpinned with programmed algorithms and found with less and less active fund managers.  Combined factors only serve…

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