The holiday affected week will impact what I think follow-through will be until Thursday, but the late-day XLF rally did shake things up. I am still bullish equities, with an emphasis on NASDAQ and Russell, but mid-term elections and tariff rhetoric could be changing and that’s going to be good for buyers. I am also bullish energies but the best play may not be what you think … here’s what I have my eye on.

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