Can This Market Go Higher?

Midweek Update

Introduction

After a tumultuous month of March, the worst seems to be behind us with macroeconomic pandemonium. We are now out and away to new highs, with plenty of old themes, and new ones popping left and right.

This is the most important time to focus, as getting high quality buys here while most things have been flat for months will set us up for long duration runs with minimal effort.

Update to the port before we jump in:

YARTONDEX: 38.5%
S&P 500: 4.27%
NASDAQ: 4.69%
DOW: 0.72%