Before the election, everyone on a panel at Epsilon Connect who listed all the policy problems they were scared about nonetheless concluded 'get long S&P, stay long S&P'—demonstrating the cognitive disconnect between bearish analysis and bullish market positioning.
factualpending
Speaker
Matt ZieglerEvidence Quote
“everybody listed all the problems with policy all the things to be scared about of this election and everything else and at the end of this panel discussion what do you guys think you should do given all this horror and every single person on the panel was like get long S&P stay long S&P”
Created: 8/11/2026, 7:30:05 AM
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