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Rational Exuberance?

MRKT Matrix

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Is China Reopening?

The Chinese have basically thrown caution the win at this point and I'm not certain you can put that genie back in a bottle Troy. People get all geeked up when they see activists get involved in names obviously Elliot Capitol and Salesforce, he says. The idea now people are talking about when do those of Fed start cutting is starting to become consensus here according to CNBC's Fast Money host.

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