Lots to update. Here are my bullet points.
1. I expect new highs in June in broad averages.
2. Mag 7 will not be the featured stocks they were off the April low.
3. Favorite sector is biotech/ health science.

4. On Wednesday flipped my Conoco Philips oil stock to a bear spread. Thursday one of the biggest down days in COP for 2026! Beautiful timing!
5. Long NOV and ARKG from Thursday morning.
6. Expect continued decline in crude oil to power stock market higher.
7. I have been long GDX (gold miner ETF) as a portfolio stock. I will use strength next week to take profit and move to a better sector.
Thanks,
Joe

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