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Tuesday, 07/14/2015 12:30:10 PM

Tuesday, July 14, 2015 12:30:10 PM

Post# of 4668
Clue Found...1st day of Tsipars Spring or TS.

Yep, the AP model is now showing positive growth again in two of my ten growth measures. The overall reading will come in very close to zero if the current levels hold to the close. Given positive growth, coupled with positive inflation, I've sold off my MBB and have moved 20% into VT / 0% VNQI on relative strength between the two.

This is important since VNQI is more inflation loving that VT, so what my model is saying is that we are in a spring/summer mix which is picture perfect for equities!

VXX is holding on by a thread, I wouldn't be surprised if tomorrow I've replaced it with SVXY! I'm calling this the Tsipras Recovery.
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