Thursday, June 26, 2025 10:00 AM EDT
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S&P 500 did correct a little in price intraday, but it‘s the sectoral perspective that counts to me most in saying whether that‘s been enough for now, or not – I disccuss that at sufficient length in today‘s video. TSLA corrected to client-given low $320s, NVDA is breaking out, that tech outperformance and leadership lasts (and it‘s not driven solely by semis) while XLF and one more sectoral pick ae doing great. So, taking on the bullish gap early in the is clearly getting deferred as market breadth pulled back arguably enough on a daily basis already/// the glass is rather half-full than half-empty as the USD keeps trending lower.
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