Fairlead Strategies Idea Generator
New Long Idea & Updates
Idea of the Week
Today, in our weekly Fairlead Tactics report (offered via a separate subscription), we upgraded the communication services sector from equal-weight to overweight given renewed momentum behind the ratio of the S&P 500 Communications Services Index to the broad-based S&P 500 Index (SPX). Today, we source the communication services sector, which is dominated by the megacaps (50%+ weighting), for our newest long idea.
Keep reading with a 7-day free trial
Subscribe to Fairlead Strategies Idea Generator to keep reading this post and get 7 days of free access to the full post archives.