Market Update - 9/1/2024
• market continues to be in a bull market
• good economic data and sticky inflation led to a selloff in TLT -> rate cuts might not be as soon or as aggressive. but good economic data is good for equities
• lots of setups in healthcare and finance names
• tech is still in correction and small caps are leading which is a good sign for me
• still less than 50% invested, waiting for more follow through on my breakouts, which so far has been quite weak
• other than a few good EPs and large breakouts, most setups don't follow through
• good economic data and sticky inflation led to a selloff in TLT -> rate cuts might not be as soon or as aggressive. but good economic data is good for equities
• lots of setups in healthcare and finance names
• tech is still in correction and small caps are leading which is a good sign for me
• still less than 50% invested, waiting for more follow through on my breakouts, which so far has been quite weak
• other than a few good EPs and large breakouts, most setups don't follow through
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