Going to jump into the letter soon but one thing right at the top from later in the letter:
“Growth stocks are getting rewarded well on the 1 Month but the 3 Month Skews clearly towards value. Volatility exemplified.”
That is where we got the title for the letter, a very indecisive market.
We rolled out a new version of the app today, tell us what you think!
A WORD FROM OUR CEO
Exact same numbers as last week, which is expected as our main concern right now is picking our spots until we see less volatility / clearer signals. We are beating S&P 500 by 77% annualized, with a win rate of 61% against SPY benchmarks.
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