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When I last interviewed today's guest back in late December, he said that the forecast generated by his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024.
And to give credit where credit is due, his positioning was spot on the money. The S&P 500 & NASDAQ both increased by 11% in Q1
So what is his model telling us to expect in Q2?
To find out we'll ask the man himself.
Today we have the good fortune of speaking with Darius Dale, founder & CEO of 42 Macro.
Darius still maintains a bullish stance, but now that we've moved out of the "Goldilocks" regime and into "Reflation", the intensity of that stance is only moderate at this point.
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