What Was the Biggest Change in Equities in March?

The video discusses the recent lack of market volatility and the impact of central bank actions, particularly QE, on market trends. It analyzes the movements of the S&P, highlighting a decrease in significant daily changes. The discussion extends to earnings and sector performance, noting continued contraction in various sectors. The focus then shifts to small caps and investment strategies, with a notable risk-on move in March. Finally, the video examines the VIX and hedge fund strategies, emphasizing the challenges faced by speculators in a low-volatility environment.

What are the implications of earnings revisions downward in various sectors?

What does the discussion suggest about the future of volatility in the market?

How did the perception of risk change among investors in March compared to earlier months?