You've got red on you..

Thursday 30th May - Daily Equity Update

I have one day out with the kids and look what I come home to!!

One thing with the pinning of the index means that the internals are free to move. I have been happy on the green days for us but it means I have to be humble on the red days.

Can we hurry up and get to this bit!

We had something very similar April-May OpEx 2023 also Dec-Jan 2024.

Let’s see how it plays out. For paid subscribers the spreadsheet links are updated a sneak peak here from the main dashboard.

Tech and Comms are the stand outs and if you include the additional tickers that would make up QQQ like for instance ANF. You can see a very prominent shift from IWM to QQQ type stocks.

It’s what prompted this tweet this morning. It wouldn’t be too much of a stretch for this narrative to pick up steam again. Its nonsense but it will be funny to track I guess.