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TG_Advisory

Long XLU short IWM

XLU/IWM  
TG_Advisory  
XLU/IWM  
Fundamental Analysis XLU IWM ISM PMI
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fundamental xlu iwm ism pmi
It is time to go defensive again. ISM PMI declining from expansion, historical high percentiles of distribution. US10Y going down together with ISM. Long Utilities as defensive sector, short IWM small-caps high-beta assets.

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