$LYFT - Lyft stock is seen as undervalued with multiple catalysts for positive perception change, presenting a strong investment opportunity.
$ENERGYPOL - Progress in energy policy is viewed as the most bullish macro catalyst for the year, potentially driving market growth.
$SMALLCAPS - Small cap cyclicals and value stocks are expected to outperform under a potential Trump administration, based on historical performance.
$BTC - Favorable macro conditions including falling rates, dollar, and oil, combined with stable growth and earnings, suggest potential upside for Bitcoin.
$EQUALMKTW - Equal-weighted S&P 500 ETFs are preferred over other index options like Russell 2000 due to the quality of companies included.
Bearish:
$ALTCOINS - Altcoins have experienced significant capitulation while Bitcoin remains solid, suggesting potential continued underperformance of altcoins.