@CarsonTalkMoney Consumer, communication, and industrials.
The main idea for me is to hedge against ai and energy with regard to great balance sheet and company.
@CarsonTalkMoney Maybe, I think if we end the year at ATHs that’s not good for 2027.
If we hit ATHs and then dump into the EOY, then I will feel a bit better about 2027.
We’ll see 🧐