When fear spikes but fundamentals stay strong, that's when to buy. Jay argues the real risk is sentiment, not deteriorating data. Bob Fraser agrees: high fear plus solid numbers signals a clear entry point for investors.
And I think the last point Jay made, he said the biggest near-term risk is sentiment, not fundamentals. When I hear that, I hear opportunity, opportunity, opportunity, right?
Exactly.
If everyone is too scared to jump back in, but all the data is screaming at you, hey, it's time, then this is a window. And this is a window.
We've been proved over and over right by doing that, right? When we see the narrative doesn't match the data, that is when it's time to move. And over and over we've made those calls and over and over we've been proved right.
