Short QQQ, Long IWM?
מעודכן
The long tech trade seems to be coming to an end here. If we continue to reject this trendline, then I think the Mag 7 and Nasdaq trade could be over and you'll be better off longing "value" going forward.
On an individual stock basis, there's a number of names that look to be forming bottoms in the value space and a number of stocks (META, NFLX, NVDA, etc.) that all look to be forming tops.
Time to rebalance the portfolio around value?
The chart should be the guide should it reject and fall from here.
On an individual stock basis, there's a number of names that look to be forming bottoms in the value space and a number of stocks (META, NFLX, NVDA, etc.) that all look to be forming tops.
Time to rebalance the portfolio around value?
The chart should be the guide should it reject and fall from here.
הערה
Think this is likely the reversal.
כתב ויתור
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