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Arguably, this coming week most critical to our positive equity 2023 thesis. April ISM might be inflection = tactically favor Industrials $XLI this week. Plus, May FOMC might be last hike of cycle = thesis changing.


This is the most hated 7-month, 20% rally ever.

This coming week is arguably the most critical to our positive equity thesis in 2023. The S&P 500 is up 9% YTD and has been in a solid uptrend since the Oct 12, 2022 lows (S&P 500 3,491), posting gains 5 of the last 7 months and up two consecutive quarters. This means there is "good news" priced into equities. But we think this coming week could represent the "make or break" moment for our view and for those bearish/cautious on markets:

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