Highlights
- The Risk Gauge remains "Mixed", but the short-term timeframe, which is driving the bus, remains "good enough" to remain positively biased for now, with a mix of core longs and speculative swing trades.
- We are monitoring the very short-term (VST) leaderboard for rotation, either into new cyclical/growth industries or into safety industries.
- The good news is that we have seen rotation, but it has been into a broader swath. . .
