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
Boring stuff for the win! š„ Healthcare š Staples and š Discretionary perhaps the odd one out.
ā¦and so it came to pass. Something moved, and it hurt.
The problem is I donāt think what I said was wrong, and actually this move pushes us closer to the real pain trade. Positions will be forced closed everywhere at a point that things are likely to bounce. We will see, letās not ever think it we donāt do macro hereā¦
If you picked the boring card well done! Cookie for you.
New user guide
SimpleSPYman
Hot Takes with Hank
Think pieces!
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