Charting My Interruption (CMI): “Innovative Growth Leads Positive Change at the Margin.”

Highlights

• Change at the margin continues to support a constructive tactical view towards the markets, and an active engagement in swing trading positions.
• Leadership has also evolved more cyclically, with Utilities, Insurance and Staples all fading from the top 5 groups.
• For swing trades, we continue to favor innovative growth in particular--semis, biotech, quantum, drones, robotics, space, crypto, and nuclear.
• We feature a selection of ideas from the

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