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When in Doubt, Zoom Out

The Compound and Friends

CHAPTER

The Future of Financials

This is the XLF priced in XLK financials versus technology. What if we get back above those 2020 lows? So this is a scenario where like Apple, Microsoft, take a breather,. JP Morgan, City, Wells Fargo, Keep going. Well, at the end of the day, nothing I bring here.

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