In this week’s members-only letter we discuss the following topics:
- Offense Sells Tickets But Defense Wins Championships!
- What Does Me Being Wrong Here Look Like?
- My Favorite Stock In Aerospace & Defense
- Visa Breaks Out To All-time Highs And We Love That
- Why A Bearish Island Reversal In Treasury Bonds is Possible Here
- Strength In British Pound Sterling vs Weakness In Japanese Yen
- Insurance Stocks Are Hitting All-time highs
- Commodities Are In The “Hot Mess” Category Right Now
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