This is NOT 2023

When you take a look at the bellwethers, you can see that rotation as well.

Here's a ratio between Exxon and Apple.

What we're seeing in 2024 is the exact opposite of what we saw in 2023.

Exxon is hitting the highest levels since October relative to Apple.

That's because money has been leaving mega-cap growth and going into areas that were being ignored last year.

This is just a different market than what we saw in 2023.

We don't have to pretend that it's the same environment.

We know that it's not.

And that's ok.

It's up to us as investors to be able to adapt.

We'll be discussing all of this on Monday night during our LIVE Video Conference Call.

Registration is here: Monday March 18, 2024 @ 6PM ET

Come To Sonoma, CA in May

With spring upon us and the market acting much differently than it did last year, we’re excited to announce that invitations are going out for the second-ever in-person Portfolio Accelerator.

We’ll get together Tuesday afternoon, May 21, through Thursday afternoon, May 23, at the Fairmont Sonoma Mission Inn & Spa in beautiful Sonoma, CA

Portfolio Accelerator is both our most inclusive and our most exclusive program.

Members get total access to ASC research team communications, including our in-house Slack channel, weekly team meetings, and in-person events. Don't sleep on this.

Although we invite everyone to join, few seats are available. It’s supposed to be intimate.

We’d love to have you join us in Wine Country this May!

Click here to complete the application process.

See you there,

JC