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That Wasn't the Bottom
The Compound and Friends
The Opposite of What You'd Expect
I think there was like two and a half catalyst for the stock market to rally whether we're talking about Tech or the market just whatever. I think it's a combination of interest rates falling which might be the same thing as stocks anticipating a fed pause. People not being prepared for rally and being really off sides So if you look at some of the things I performed best in the first quarter It was things that had the shittiest 2022.
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