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
š Staples you sly little fox.
š» Tech took an arrow to the knee.
š§²7ļøā£ MAG 7 saw a rotation but when you have 270 tickers in an uptrend you have to balance the pie somehow.
Energy, Staples and Health Care for the regime people that doesnāt strike me as:
Reflation, Quad 2 or Summer
It smells a little more:
Inflation, Quad 3 or Autumn/Fall
That is way above my pay grade.
The spike in negative relative momentum over the last 2 weeks has worn off. What will we start to see next?
New user guide
SimpleSPYman
Hot Takes with Hank
Think pieces!
I shared the main dashboard on a note this weekend, so if you have bookmarked the links to the sheets they will be changing so the free loaders canāt keep it ;)
I tried to record something yesterday while I was walking but it didnāt make a lot of sense. I will try again today after running all this data which I hope will tie it together.
The main dashboards are all updated so you can see all 503 tickers in the SP500. Below I have included triggers and expected returns just from the top 100 we are now selecting from.
Have a great week everyone! Try not to listen to too much (any) silly news.
Dashboard ā Use this link to view the SP500 tickers dashboard.
1M/3M MOMO ā Use this link to find the stockās positions relative to 1M + 3M momentum.
Signal Strength Dots ā Tracking all tickers in their SoS cycle.
Sub-Sector Signal Strength āSub-Sector SoS value chart