Welcome back to the latest issue of The LongVol Report. This week marks the end of Q2 and an interesting quarter at that marked by some underlying selling in tech names as we begin to rotate.
This weeks Stock Market Call highlights the broad market and my views on Mag 7 selling off into Q3, rotation, $UNH ( ▲ 2.98% ) and the breakout we’ve been flagging in here as well a look at the BofA Fund Manager Survey.
This week I’ve added a new restaurant turn-around name that caught my attention the last month with an interesting activist pushing for changes.
This Weeks Stock Market Call
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