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7-18-24 Irrational Exuberance Then & Now
Hey, kids--what day is it? Lance reorients himself and shares foreigners' perspectives of the U.S. Advice: Avoid the negativity and don't feed the fear. Looking at astronomical rotation from Large- to Small-cap stocks over the past five days: Russell 2000 is elevated by 4.4 standard deviations from its moving average. Markets needed a healthy rotation, and this is actually bullish in creating more breadth in markets. Bad Coffee & YouTube audio; What are the odds for a Fed rate cut in September? Michael Lebowitz joins the conversation: Is inflation "back in the range?" Markets are giving the…
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