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Marianne O, CFA's avatar

Thanks for this year beginning piece to set the tone what we should be watching - since I mentioned the term MACD in my recent weekly, I just linked to your post there 🙏🏻!

https://open.substack.com/pub/marianneo/p/weekly-good-reads-5-1-1-463?r=2mwew&utm_campaign=post&utm_medium=web

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Amrita Roy's avatar

It's a really interesting insight you got there on the ISM front, with the large spread developing between business activity and employment, indicating that earnings may continue to grow, supporting the bull thesis for the stock market. That's a really neat way of looking at the data.

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