Hang onto your hats! This is going to be one of our longest trading letters ever.
These last two weeks have been some of the harder to read I’ve ever seen. Good news is we got back on top of our performance but we will get into all of the difficult to read signals and make our recommendations below.
Covered in this letter:
Market Update
Sector Update
Cap/Growth & Value + Sector Update
Portfolio Drops
Best Screener