Gartman: "The Proper Course Of Action, Obviously, Is To Be Long Of Equities But Fearful"
We were surprised to note yesterday that even some of the legendary market "bears" appear to be throwing the towel in light of the relentless Trumpflation rally which will not stop until 20K is in the rearview mirror, when we noted that even Bob Janjuah said that "the trends over H1 2017 should be higher (especially US) equities and yields, steeper curves, a stronger USD, and mixed performance in credit (especially in the IG sphere) and EM....