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New Bull or Bullsh*t?

MRKT Matrix

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What's Going to Be the Catalyst for the Stock Market?

A peak in CPI is one of the things that could be a catalyst for the market to turn a different direction. Small caps have actually outperformed since that June print of this year. They're just not quite as sensitive to that downside from rates. And then coming out of a recession, if that's something that we go into, small cap value wins almost every single time.

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