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.
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