ACI CEO Todd R. Walsh was recently quoted in Barron’s and MarketWatch to discuss his point of view on post-election market reactions.
Here is an excerpt below from Barron’s:
“The reckoning could come in the first quarter of 2025 if potential Trump tariffs—and retaliatory moves by China and other tariff targets—hit tech companies, retailers, and other sectors. Higher long-term yields could also lead to a premature end of the small-cap surge since it could boost borrowing costs. As Todd Walsh, CEO and chief technical analyst at Alpha Cubed Investments, puts it, ‘We’re in the middle of a big sugar rush…what happens after the euphoria?’”
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