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Wall Street’s AI Rally

MRKT Matrix

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The Importance of Being a Market Participant

The broader market rally since middle December, early January is clearly caught me flat footed. There have been no sell offs of meaning whatsoever. But as much as I've gotten that wrong, we've gotten some other things right. The energy move has been pretty good. If you look at some of these healthcare names, I think we've done a good job. We like to be consistent. We want to call it led the way we sort of see it. That's trading though. And that's what trading is all about.

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