In today’s briefing:
- Downgrading Financials to Underweight; Growth Themes Galore; Health Care Breaking Out
Downgrading Financials to Underweight; Growth Themes Galore; Health Care Breaking Out
- We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6028-6059.
- For now, we continue to expect support to show up at the 4-month uptrend, which generally coincides with the 20-day MA.
- Speculative growth themes (quantum,nuclear, hydrogen, space, robotics, drones, data centers, solar, biotech, WGMI,ARKK,ARKQ,ARKX,ARKW,ARKG, etc.) have been rolling, and we’ve been recommending them in this section every week for 1+ months.
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