Share this postStrategy Note: WOTE US 60www.thewote.comCopy linkFacebookEmailNoteOtherWOTE Asset ManagementStrategy Note: WOTE US 60Follow-up portfolio commentary. The WOTEJan 18, 2024∙ PaidShare this postStrategy Note: WOTE US 60www.thewote.comCopy linkFacebookEmailNoteOtherShareDiscussionFollow-up WOTE US 60 commentary embedded in the following SPX Sector Report. The SPX Sector Report: January 18, 2024WOTE Advisors·Jan 18Discussion We have a jammed schedule this week and wanted to get the January 17 report out last night ahead of WOTE US 60 changes today. What we didn’t have time to delve into is where we could be wrong in our thesis that one should ride the best relative strength trends currently in place (i.e. the NDX Group) and no longer play contrarian with a large active share bet on weak relative strength trends that could reverse in the event of an offensive FED pivot (i.e. the Cyclicals Group) or recession (i.e. the Defensives Group).Read full storyThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign in
