There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some 12.5% already this year and has managed to express this rally with net outflows and with outsized participation to the most defensive sectors. Seriously folks, the Utilities Select Sector Spiders (XLU) hit an all-time high last week. You have to wonder … Continue reading Risk Asset Prices Rerated for Growth: Has the Global Economy Found It’s Low Period?