The Simple GMG Weekly
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Energy vs Tech is going higher along with yields
Be more worried about growth than inflation
LQD GOVT HYG are all weak
Japan is continuing to rally higher
Equal weight (RSP) has room to start outperforming QQQ
JPM’s JHEQX collar strategy was under attack last week
Lets review the our updated charts from last week…
Last Week’s Performance: Notice energy and smaller market caps led
Equal weight (RSP) has room to start outperforming QQQ
Energy vs Tech going higher along with yields
Commodities: Stop at $18.50 on GSG
Japan is continuing to break higher.
Taking a while, but Coupang is on our radar for a move higher.
Discretionary vs Staples has accelerated to the upside.
Bear market rallies are unforgiving.
Return always wants its risk payment. NOT INVESTMENT ADVICE.