Henrik EkenbergMay 16
Hi,
If you have looked at the leadership screen this week, you have probably noticed the same thing I have.
Materials owns the board. Rare earths, lithium, silver miners, copper miners.
Energy services and semis round it out. Six names at the top of the relative strength rankings. (1/2)
Show threadHenrik Ekenberg

The lazy read is that this is five or six separate stories.
It is not. It is one macro regime expressed through different channels, and once you see it that way, the screen tells you something useful instead of just feeling chaotic.

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May 16 at 7:53amWeb