When the globex markets opened on Sunday afternoon, I was shocked. At the time, I had just returned my rental car at Dulles, and as I fired up my TOS app and saw the ES up about 24 points, I just about toppled over backwards.
What was shocking, of course, was that the “baseline” event – – – the high-likelihood outcome that everyone expected – – had happened, and yet it was created an explosive up-move in equities (and trashing gold). As I lamented in the wee hours of Monday morning, when I was miserably working my way out of SFO back toward home, a bullish pennant was complete.