Team,
I never get as many likes on these research notes when I am negative on the market, but I must say the environment is softening up into midterms and weak September seasonality. But it’s not all doom and gloom! Our high conviction trade is unfolding according to schedule. Keep putting one foot in front of the other. HAGE 🍻
-Andrew
XLE Energy led in a tape of WEAK BREADTH 🔴
Semiconductors & AI stocks were hit with selling 👇
Russell 2000 small caps leading in 2026 👇
FOMC minutes incoming Wednesday 👇
2026: -15.03% as of 7/31
2025: +39.1%
2024: +254.0%
2023: +103.5%
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