Solid recap—appreciate the clarity across sectors. Curious how you’re viewing this week’s action: do you see it as early positioning for Q3 themes, or more of a digestion phase after recent strength? Always tricky reading summer flows—interested in how you’re framing near-term risk vs opportunity.
Thank you for the feature!
My pleasure. You are my favorite personal finance account!
Solid recap—appreciate the clarity across sectors. Curious how you’re viewing this week’s action: do you see it as early positioning for Q3 themes, or more of a digestion phase after recent strength? Always tricky reading summer flows—interested in how you’re framing near-term risk vs opportunity.