The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup

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I'm actually pretty cautious here. I I was very aggressive to start the year on on some of these themes and it's played out well, but I I do think we're still yet to see the the economy really catch gear. So, I'm a little nervous this run it hot is maybe ahead of its skis a bit. >> I think what's happening is the consumer was so beaten up. We were ... Read More