RenMac Off-Script: Strategic Uncertainty

RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” when bearish sentiment is at an extreme, the potential for thawing trade negotiations, the lack of escape velocity in this market but why we’re not pulling the plug on our tactical call, this week’s mail bag, and Jeff’s long-shot Derby play.