The Next Big Rotation

Some Key Charts To Watch

Welcome back to my dumb little letter.

The internal debate I’ve had this week is about what I wanted to present.

On 1 hand, if I paid any attention to all the market breadth gurus and the relative strength gurus, the temptation this week would be to tell you everything’s bearish and that you should sell everything now.

But most of you know me better than that.

So lets talk about the word rotation, and let me throw around some logical charts that counter most of the professional narratives out there just now.

I like to call it independent / critical thinking so lets get into it.

Equal Weight S&P500 (RSP)

It doesn’t take a rocket scientist to know the likes of NVDA, SMCI and the likes are due to pull back in a meaningful way sometime VERY soon… perhaps even today.

This letter gave you the NVDA Chart on the 9th Jan (Time Stamped Chart Below), so congrats if you acted on it, but lets get into what potentially comes NEXT for the market.

And I’ve laid out a bunch of important charts below.

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