The "Most Wonderful Time Of The Year"
Downright Giddy. New Head of US Finances: Good News Bad News. The Sectors Still In Play - Select Swings. And the Boring-But-Profitable Trends hitting ATH.
Let’s talk about market sentiment and positioning. The new Secretary of Treasury and what that means - the good, the bad. And of course, let’s look at the trading week ahead and review some amazing moves in our SAAS themes from IGV + IPO rotations; the SMH call with NVDA moving forward; Bitcoin & proxies with Gold & Silver; and boring but profitable open trends hitting ATH.
Let’s dig in!