5 of 5 thoughts for the weekend
One key to risk appetite is energy. As the SoH oil flows normalize to pre-war levels, though expensive as transit is said to be as much as $15-20/bbl, $XLE is testing resistance, though below relative resistance.
Cam Hui
@humblestudent.bsky.social
478 followers 49 following 1K posts
Retired left & right brained modeler of quantitative investment systems. Publishing monthly column at thefredreport.com
