Are US PMIs bottoming? If so, Industrials gain >90% of the time with 12M returns 20-30%. 5 stocks + 3 ETFs. While seasonals and "hotter" economic data drive risk-off, Fed becoming "data dependent" historically leads to rising stocks despite higher rates. Array ( [cookie] => ca8918-ab4b66-ceff54-45689b-668291 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 1 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [visitor_id] => 567897 [reason] => [method] => ) 1

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