You can mistrust this trend but you have to trade it…
It’s one of the stranger realities of this market: The data is awful. Globally. And yet, the markets continue to rally. Sure, Ray Dalio seems to have a decent sized bet of the market selling off, but for now, it makes more sense to make sure you are positioned long, selectively, than bet on a sell-off. And in an election year… So here’s how to build that bullish watchlist, or ROP+ as I call them.