Hey partner,
After today’s manufacturing PMI data came in, it became clear which names need adding to, and which ones need some trimming.
With today’s execution comes the promise to deliver a proper deep dive into what happened with this PMI, and how it affected each position & thesis around what matters.
What matters being:
AI
Automotive rebound
Consumer as a coiled spring
Stay tuned for that this and next week.
Here’s what I just dealt:
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