The First Sell Off Friday Into the First Days of This Week

I think you're safe shorting financials and I agree credit, particularly in the, for like you talking about low quality credit probably below investment grade credit, that is really in trouble for me. You know, again, we had the first break and it was pretty terrifying, right? The first sell off Friday into the first days of this week, last week into this week. And everything is historically when they cut rates, it's that payment when you have the bulk of the drawdown which would be interesting if that happens time wise sooner than later.

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