I highly recommend using the link to view these posts in a desktop browser. Substack limits the size of emails, and since I use a lot of images, some readers have been missing important data by only viewing the truncated email
TL;DR
Macro bros in knots as Mag ⓻ start to lead?
🚰 Utilities to start a rebound?
Energy leading on bullish momentum measures but paid subs will be able to see in the linked spreadsheets that it is not an equal distribution.
Industrials feeling the pain but is this a mean reversion play?
Mag 7 is no longer a correlated blob. There is much to say that to replicate the SP500 you only need to use the top ten names in the index. Will we see a taper again to single names defining index moves?
New user guide
SimpleSPYman
Hot Takes with Hank
Think pieces!
