A "Balanced" Market

We spend our lives searching for balance.

Work & Family. 

Risk & Reward. 

Effort & Rest.

Balance is healthy in life.

Right now, the balance in this market is what’s causing the headache.

The S&P 500 has gone nowhere to start the year.

It’s Yin and Yang.

Under the surface, breadth is strong and preventing a breakdown....The Yin. 

At the same time, the heavyweights are struggling and preventing a breakout....The Yang.

That push and pull has left the S&P 500 frustratingly "Balanced".

Choppy markets hide opportunity in plain sight for those willing to look beyond the index.

Sideways doesn’t mean broken. It means unresolved.

Anyway, that’s my two cents.

I’ll break down those opportunities tomorrow on Thompson’s Two Cents Live at 5 PM EST.

We’ll walk through where the opportunity actually exists under the surface, what’s working, what’s not, and what this market needs to transition from balance back to expansion.

See you at 5.