trading
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⚖️ While most brace for higher yields to weigh on equities, this morning’s move looks different🔍 Read my contrarian take on today’s rise in yields. Spoiler: It has nothing to do with CPI inflation.
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Two Thoughts on Today’s Trade 7.8.25 Rotation from Leaders to Laggards Three of the worst-performing sectors YTD are showing strength today. The rotation from leader to laggard doesn’t often have legs. However, if it persists, then we’ll inevitably start talking about a broader rotation. That said, I view days like these as investors taking profits…
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Another one. S&P 500 and NASDAQ, again, in the new all-time high club. I show you how I am auditing the credibility of these records levels and share opportunities at both the sector-wide and single-stock levels.
Gorilla With Glasses 