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Sep 04 2026

Nobody’s Buying Umbrellas Yet

  • Sep 4, 2026

Consumer sentiment has hit a recent low, yet cyclical stocks are trading at relative highs. Investors have not yet begun to position for a bearish or recessionary environment.

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About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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