5th February 2024

Over the past few weeks I’ve presented sumptuous amounts of data which clearly portray my thesis on how the market plays out from here. As things continue to grind higher and the noise gets louder I plan to step back a little and let my thesis play out whilst waiting for opportunities to increase exposure.

It’s extremely important for me that I do not allow any outside influence to interfere with my data backed decisions. A conscious approach to ensure only critical thinking is taking place.

Therefore I have no new thoughts on the matter as the data continues to coincide and affirm with where I see a tremendous amount of edge.

There will be no further watchlists this week.