Dan's Disney Trade + Time To Short Energy?
MRKT Matrix
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The State of the Oil Market, Dollar Rates, and Equities
This chapter analyzes the current state of the oil market, dollar rates, and equities. It discusses how oil prices have impacted the dollar and equities, and examines the recent strength in the market. The chapter also highlights the concentration of the market in top stocks like Apple and Microsoft, and discusses the performance and investor sentiment towards these mega cap tech companies.
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