Highlights
- The fundamentals are noisy, the opinions louder—but the technicals speak clearly: "good and getting better."
- This is not to say there aren't any risks, but as long as leadership remains cyclical and growth oriented, and trend structure shows a majority of uptrends across timeframes, we will remain constructive.
- As leadership continues to rotate towards cyclical and growth sectors and industries, small caps, which are . . .
