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Monthly MOTR Checkup: "Ok for now, but potential rumblings of worse things to come."
Автор: MOTR Capital Management & Research
Загружено: 2026-03-04
Просмотров: 79
Описание: Friday's reversal in leading 'New Era' industries was painful for sure, but nonetheless, they have performed strongly to start the year. Broadly speaking, leadership is healthy and 'pro-risk', albeit increasingly speculative and late cycle. While we do think Friday's weakness was an important warning shot across the bow, we are still strong enough for now to push higher, likely into the mid-term elections.
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