SitRep - If You Can't Beat 'em, join 'em

Research
Written By Alex Barrow

The markets are rallying hard! In this Market Sitrep we explore what’s ahead for U.S. equities in the near term. We examine the 3 main drivers of the rally, and then dive into why this breakout may actually have some legs. The episode finishes with a look at all the stocks we have bought or are interested in buying.A pdf of the presentation can be found here.What stocks are on your radar? Let us know in the comments below!  

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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