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I am always interested in themes that can drive secular trends. These include electronic payments, electric vehicles, clean energy, marijuana and such. These themes involve narratives and I am always careful with narratives. We all love a good story and stories help sell us
Weekend Video – SPY and QQQ Lead, IWM Cup Half Full, Metals Break Out, Emerging Markets ETFs Turns (Premium)
SPY hit yet another new high, nine sector SPDRs hit new highs and the breadth indicators show broad strength within this large-cap benchmark. QQQ also hit a new high as large-cap techs extended their rebound. Small-caps and small-cap growth remain the laggards, but their cups are still half full