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Which Way Will Stocks Break?

MRKT Matrix

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What's the Catalyst to Take Them Lower?

With the exception of Google, all the stocks that I mentioned are pretty expensive. They've really gotten themselves a standard deviation or two away from their historical norms in terms of valuation. What's the catalyst to take them lower? Maybe once again, yields are headed higher. It's amazing that as we said, last week it really felt like 10 years ago, to 3%. And now they're looking to party again on the upside.

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