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Aggressively Neutral
The Compound and Friends
Staying Neutral Amid Potential Market Pullback
The speaker expresses neutrality in the market, foreseeing a potential pullback in sectors like industrials and energy. They describe themselves as a tired bull, finding it challenging to justify a higher market target due to quantitative analysis. The market could move sideways with a rotational shift, maintaining a neutral stance amidst the uncertainty.
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