Bear Market Rally vs New Bull Market with Warren Pies of 3Fourteen Research

In this week’s podcast Grizzle was joined by Warren Pies, the Co-founder and Strategist at 3Fourteen Research, to help us make sense of both the equity and commodity markets, and why he believes we are in the midst of a bear market rally. Key topics discussed: Why The Market Hasn't Bottomed   Earnings Still Falling Yield Curve Still Inverted Fed Still Hiking Lack of Market Breadth Why Pies Remains Long Oil Inventory Draws Are Improving   OPEC Cuts Take Effect in May China Demand Picking Up US Recession Won’t Be Drastic Will The Fed Pause? Historically Fed Doesn’t Pause When Markets Rally 5-10% Correction Comes at End of Hike Cycle What Happens in June Will Be Dictated By Market Performance   If CPI Remains Sticky A Pause From The Fed Will Be Harder 3Fourteen Research: https://www.3fourteenresearch.com/ Twitter: https://twitter.com/WarrenPies / https://twitter.com/3F_Research Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle