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When in Doubt, Zoom Out
The Compound and Friends
The Consolidation of Small Caps
If the market is up 14% at the end of October, tough shit. Buy. If small caps were ever going to start to outperform, this would be a perfectly logical place for them to do so. You can have a stealth correction underneath the surface in the back half of the year where a lot of stocks correct. Every industrial I can think of is at an all-time high or 52 week high at least.
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