The period between 1Q earnings and 2Q earnings are always the most fun because there is no real corporate announcements and everything is less driven by the recent announcements and purely market demand/supply for each name and the market/industries. So let’s see how the next 3 months perform.

Ah yes and there’s still the US vs China going on in the background.

Also interesting that the industrials sector is now down -25% for the past 12 months, perhaps there’s a opportunity in certain names again.

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