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Belski the Bull

The Compound and Friends

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What's the Last Five Year Run for the Russell 1000?

For the first time since March 2022, there was more bulls and bears in the AI AI survey. The consumer discretionary sector did a lot better last year just to strip out Tesla and Amazon. If you look at equal weighted consumer discretionary, I think it outperformed but only by like a thousand basis points. Gold can be a hedge. And we're bullish gold by the way. Not just because they were from Canadian bank.

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