Monday, October 1, 2018

Chart of the Day: I Like Our Present Mix

Referring to last week's action, in this week's message we said:
"Blame the rout in materials and industrials on heightened trade risks."
Take a look at this morning's action among sectors, on the news of a new NAFTA deal:

I fundamentally like our present mix, particularly in a no-trade-war scenario...

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