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The choppy equity performance of first two weeks Jan tells us we are in a “difficult” period and probably like this most of first half

• but as we noted in our latest note and video
• we see new highs in Jan because this is what happens when we get within 1% of all time highs
• but new highs doesn’t mean “easy sailing”

So be wary. For the full year, our top ideas:

• small capsIWM-2.50%
• financialsXLF-2.44% KRE-3.62%
• industrialsXLI-1.10%
• technologyXLK-2.23% QQQ-1.62% HACK-1.08% PANW0.30%
• even miners/bitcoinBITB0.39% MARA-3.35% RIOT-1.79%