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Relative Strength

The Compound and Friends

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The Importance of Equal Weight in Stocks

Amazon and Tesla, I think are 40% of XLY, maybe even more actually. This isn't a new normal. We're back into another era where we have Apple, Microsoft, Meta, Alphabet. It's just an important for investor to know that to keep track with the S&P, if you don't own these leaders and they're actually working well, you're gonna underperform.

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