The first Stay Vigilant of the new year is out!

I use a lot of the charts I had shared this week in the articles but I also look at the ISM data, the jobs data and the set up into earnings

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More importantly ...

Stay Vigilant
**#markets** **#investing** **#finance** **#stocks** **#bonds** **#allocation** **#stayvigilant**

[https://open.substack.com/pub/stayvigilant/p/and-were-off?r=11qyxj&utm_campaign=post&utm_medium=web&showWelcome=true](https://open.substack.com/pub/stayvigilant/p/and-were-off?r=11qyxj&utm_campaign=post&utm_medium=web&showWelcome=true)

The start of the new trading year always feels a little bit like a horse race, only one that is the second one run by the same horses in a given day. Why do I say that? Because we always have the memory of how the last race - 2023 - ended. Will the momentum continue? Will there be profit-taking by traders? How will asset allocators react?

https://open.substack.com/pub/stayvigilant/p/and-were-off?r=11qyxj&utm_campaign=post&utm_medium=web&showWelcome=true