This Week's Highlights
- With all the gloomy macro headlines, and the resulting hesitation to embrace the bull, our Risk Gauge has triggered "Risk-On" in the medium-timeframe (MT) for the first time since the bear market started.
- With this confirmation of bullish market underpinnings, we also see more rotation within cyclical sectors and industries.
- While volatility is likely to pick up as we approach the election, underlying structure leads us to want to be a buyer of any weakness.
- Remain fully. . .