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Game’s The Same, Just Got More Fierce

RiskReversal Pod

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The Power of Momentum in the Market

There's not a lot in the environment that tells you I can get excited about the other 10 sectors. The equity market is starting to send signals that are more consistent with what the bond market has been saying. We don't have strengthening or incredibly strong economic data to hang our hat on. It's just that this tech stuff completely overshadows all of it.

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