Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠

Plus a charted review of the macro crosscurrents 🔀

📈 The stock market rallied last week, with the S&P 500 gaining 1.9% to close at 5,911.69. It’s now down 3.8% from its February 19 closing high of 6,144.15 and up 65.3% from its October 12, 2022 closing low of 3,577.03. For more on how the market moves, read: It's OK to have emotions — just don't let them near your stock portfolio 📉

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We’ve discussed exh…