Quad 1-2
Hey, sorry, I do not have a ton of time this week, doing some R&D and family obligations, so this is a short post:
We are clearly in Quad 1-2!
More speculative exposures got a bid last week, stuff like ARKK. All in all this is a very broad rally. Hold on to your longs and have patience riding it.
Growth is still dominating —>
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