Quad 1-2
Hey, sorry, I do not have a ton of time this week, doing some R&D and family obligations, so this is a short post:
We are clearly in Quad 1-2!
More speculative exposures got a bid last week, stuff like ARKK. All in all this is a very broad rally. Hold on to your longs and have patience riding it.
Growth is still dominating —>
As always at these levels a (in my view a shallow) pullback can be expected, but a bull like this does not turn around on a dime, so we can wait until the Micro Quads change before we get too nervous.
All right, have a great week!
All the best and best regards.
Andreas
The information on from Andreas Himmelreich / QuantStrike and this video / blog is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this video, and one should consider the investment objectives or financial situation of any person or institution.
Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions based on the investor’s own objectives, experience, and resources.
The information from Andreas Himmelreich / QuantStrike and this video / blog is based on generally available and paid information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. All performance results are hypothetical and the result of back testing only. Out-of-sample performance may be different. No claim is made about future performance.
Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. Andreas Himmelreich / QuantStrike and this video / Blog do not purport to identify all the risks or material considerations which may be associated with entering any transaction. Andreas Himmelreich / QuantStrike and this video / blog accepts no liability for any loss (whether direct, indirect or consequential) that may arise from any use of the information contained in or derived from Andreas Himmelreich / QuantStrike and this video / blog.