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SPX: Reflections On Being Bearish
Seeking Alpha· 2025-10-06 15:02
The S&P 500 is now up around 100% since its pre-COVID peak, delivering 115% returns when dividend payments are included. Having been bearish to varying degrees over this period, either in absolute or relative terms, it's time to reflect onI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 year ...