TMTB Weekly

Happy Sunday! We’ll get into some high-level thoughts then dive into where positioning/sentiment stands after earnings season. Let’s get right to it:

High-level thoughts - where do we stand?

• QQQs finished +1.5%; SOX +1.9%; ARKK -3% weighed down by TSLA and SHOP

• Macro picture didn’t change this past week as it was a slow eco week and most keyed in on CPI re…