Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"

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STRATEGY: Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"

Market shows resilience given macro headwinds. S&P 500 > 200D = goodWe are 3 trading days into April, and S&P 500 is up modestly (+0.3%) and narrowed YTD losses to -4.3%. This shows resilience in equites given the macro headwinds and increased Fed h...

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