CITADEL’S RUBNER: Q4 IS THE “RELOAD”

Citadel Securities’ Scott Rubner expects retail investors to return to U.S. stocks in October after trading activity cooled sharply in September.

He says lower positioning, cheaper valuations, returning corporate buybacks and earnings season create a better setup for investors to rebuild exposure.

“September delivered much of the reset we wanted to see. Q4 is the reload,” Rubner said.