Narrations of a Sector ETF Operator | Weekly Market Letter, June 23, 2024 I want to talk about time this week. Yes, the ubiquitous kind on which all our lives flow, but also of course the discrete kind, like the humble trading day, or the even more humble day. Depending on perspective and position, time […]
Narrations of a Sector ETF Operator | Weekly Market Letter, June 23, 2024 Read More »
Last month was more stalemate between Fed policy and Inflation gauges. Almost in the background, the equity markets continued higher. We are now in the summer of an election year which typically sees equity markets consolidate into November 5th. We will start the month positioned for rates to stay flat and for equities to grind sideways over the intermediate term while respecting the strongest longer-term outperformance trends in XLK and XLC.
We debut our Elev8 Sector Model with an OVERWEIGHT position in XLP of 1.98%
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