In today’s briefing:
- Play the Hand You’re Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
Play the Hand You’re Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
- We continue to play the hand we have been dealt; i.e., riding the trend higher on the SPX and Nasdaq 100, and being overweight large-cap growth
- Russell 1000 GrowthVs.Value ratio is breaking out from a 4-year base, suggesting growth’s outperformance is likely to continue in the months ahead. Growth outperforming during bull markets is no surprise.
- Latest bullish developments include the equal-weighted Nasdaq 100 (QQQE) breaking out from a 4-month base, while Discretionary (XLY) displays a 6-month base breakout and RS is reversing its YTD downtrend
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