Anybody Buying Yet? Where’s the Bottom?

Been betting against the Russell since August because of rate pressure, but wondering if rotation is going to put that to a halt. Probably time to cash out of that trade and be happy.

Rates, rotation, inflation, AI trade, midterms, gas prices.....it's a recipe for, hell I don't know. Just try and keep a steady hand at the wheel and not leave too much exposed.

Added more TSM today
Good call, been on my radar to grab some more hoping for below 400. Wish i would have bought more than I did in 2022/2023 but instead opted for value.
 
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