Slimmon Says Add Risk Going Into 4th Quarter

The video discusses the concept of noise versus signal in market movements, emphasizing short-term risk-off strategies. It highlights the impact of geopolitical risks, particularly in August and September, and the consistent market patterns observed over the years. The discussion also covers the influence of dollar weakness on the S&P and earnings, suggesting a potential market rally in the fourth quarter, although it's currently too early. The video concludes with a focus on future market trends and earnings estimates.

What is the typical market behavior from early August to mid-September?

• A period of strong market growth

• A time of geopolitical risks leading to market sell-offs

• A stable market with no significant changes

• A time when the market usually rallies

Which factor has supported earnings despite Washington's disappointments?

• Strong economic policies

• Rising interest rates

• Increased consumer spending

• Weakening of the dollar

What has been the impact of the dollar's weakness on the S&P?

• It has weakened the S&P

• It has caused volatility

• It has had no impact

• It has strengthened the S&P

What is predicted for the market in the fourth quarter?

• A significant downturn

• A period of stagnation

• A potential market rally

• No significant changes

How does the current market pattern compare to historical trends?

• It is very consistent

• It shows some similarities

• It is completely different

• It is unpredictable