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Will It End Badly?

The Compound and Friends

CHAPTER

Evolving Dynamics in Market Sectors and ETF Trading Trends

The chapter delves into the changing shares within large and small cap indices, emphasizing opportunities for active management in small caps. It discusses sector flows, particularly in tech, and the shifts in the semiconductor and software industries, highlighting key stocks and market concerns. The dialogue extends to the movement of money in financial markets, the trend of retail trading outside traditional hours, and the potential future of ETFs trading algorithmically 24/7.

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