Commentary

4/12/21 The Homestretch

Looks like value is beating growth which is probably pretty normal behavior if the market is not rising. Guess the players are still shuffling portfolio exposure.

If you’ve been trying to guess when LABU will become great again recently, so far you’ve been wasting your time.

Not surprising to see some interest in XLI and XLF (and friends). FNGU was added figuring it was more or less a 3x MTUM. Both those guys are doing OK today along with XLY.

I’ve been working on my article all day, I make about a nickel an hour on them. It’s probably xCC at the close. Not the greatest signal judging by recent performance but in this reduced volatility the signals really don’t matter much.

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