Dual Momentum Journey

🐢INFLECTION POINT

Defensives Leading and Tape Weakening

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Dual Momentum Journey
Jun 28, 2026
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In this Weekly Report:

Una Encrucijada Con Dos Caminos Que Conducen A Los Lados Que Simbolizan La  Elección Entre Caminos Malos O Buenos En La Vida Una Señal Que Señala  Direcciones Se Coloca En Un Campo

We are in an “Inflection Point”

❌ Positioning + Sentiment suggest increased bullishness

❌ Increased Volatility: 2nd Time Circuit Breaker in a week in Kospi

❌ Rotation towards defensives: XLP, XLV, XLU Leading

❌ Tape Weakening: Markets down with amazing results from MU

❌ “160 - 200 Target Reached” (Own Technique)

❌ The possibility for a …

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