KeepItSimpleSubstack
Week 09 - SP500 Update
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“The rotation away from Tech into other things..”
TL;DR
🚰 Utilities and 🛢️Energy lead the way!
🧼Staples and 🚜 Materials take a wobble?
🏠 Real Estate leaving me behind.
I say this tongue in check of course there has been a shift but everyone calls themselves long term investors so it hasn’t that big of a shift.
If we look at the split by market cap 53% of the index is still bullish and a total 62% if we include in a momentum rebound.
Over the paywall I go more in-depth and paid subscribers can access grabs of the spreadsheets showing all 503 tickers in the SP500.
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Hot Takes with Hank
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