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Shattering Overconfidence: A Fresh Look at Investing Success with Yours Fewly

Lead-Lag Live

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The Phoenix Rising Idea

The last few weeks have seen capitulation in defensive sectors, says Mass. He thinks it's going to be more rotation out of equities and treasuries for a moment in time than from large to small. The real contrary trade isn't small caps, it's really treasuries,. For now, it could be small caps after that, which goes back to sequence path.

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