Weekly TradFI update

Model continues to sit on CASH.

Models call a couple of weeks ago MACRO LOOKING OMINIOUS has been playing out thus far.

Even the strongest earnings from NVIDIA were sold into. That shows there's no strength or flows in the markets right now.

Even commodities aren't looking strong.

Most experts are calling it a seasonal correction but it's hard to tell if it's that or a start of a major downtrend.

The model continues to be in capital preservation mode.

For now, it's best to be on the sidelines and wait for the strength to emerge.

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