Swami Weekly Wrap: June 23, 2025 [Upcoming Buy Signals]

Hi Swami Subs, 

THE MACHINE identified XOP (SPDR Oil and Gas Sector) and XAR (S&P Aerospace and Defense Sector) as top THEMATIC ETFs going into the close on Friday. With Saturday's geopolitical developments, this should prove to be excellent (or lucky) timing. Although admittedly this doesn't do much for you dear subscriber, as prices of both oil and defense names are likely to adjust (significantly) higher by Monday's open. That said, the Swami All-Equity model portfolio continues to outperform this year and we provide updates on the positions in the model in the slide deck.