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Narrations of a Sector ETF Operator | Our Thoughts on Sectors and Tariffs

Macro Mondays, Narrations of a Sector ETF Operator / / , ,

May 11, 2025 We’re going to get a bit further into the weeds on Global trade negotiations in this week’s market letter.  The dialogue has shifted from economic “saber-rattling” to a more constructive round of meetings focused on finding agreement and US equities have responded favorably as the calendar turns to May. Global trade negotiations […]

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Tactical Tuesday Report: Key Levels to Watch as Mag7 and Semiconductors Attempt Bullish Reversal

Analysis, Tactical Tuesday / / ,

May 6, 2025 Equities have staged their first significant rally since corrective price action took hold during February of 2025.  Prior to Monday May 5th, the S&P 500 had posted gains in 9 consecutive sessions bringing price to the neckline of a potential bullish reversal for the index (chart below).  We think the 5786 level

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