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When in Doubt, Zoom Out

The Compound and Friends

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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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