There's a cheat sheet for every sector

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My sector/index shorthand way to trade:

Homebuilders: rates / mortgage affordability
Small caps: credit / refinancing / domestic growth
Semiconductors: growth / liquidity / capex
Banks: yield curve / credit
REITs: rates / credit
Utilities: rates + power demand
Consumer discretionary: growth / credit / real income
Consumer staples: defensive growth / real income
Industrials: growth / capex
Materials: global growth / inflation
Energy: crude / inflation / geopolitics
Healthcare: defensive growth
Technology: growth / liquidity / rates
Communication services: growth / advertising / liquidity
Gold: real rates / dollar / monetary credibility
Bitcoin: liquidity / debasement / risk appetite
Treasuries: growth / inflation / Fed expectations
Dollar: relative rates / relative growth / global liquidity

If you want to see what the market is actually trading, and the cleanest ways we’ve found to express it comment "LETTER" and I’ll send the link.
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