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Narratives, Price, & Flows With Patrick Karim

Lead-Lag Live

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SPX Versus PPI - What's the Bottom Line?

While some of the sectors are going down, there's other ones picking up the slack. If SPX was heavily weighted tech stocks, it would look like a Tesla and be dropping. So that rebalancing within the sectors has to happen. You could do ratios in between each sector, take XLE, which the energy sector divided by another one. And whichever is breaking out versus the other, that's the one you want to be in.

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