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RE: TIB: Today I Bought (and Sold) - An Investors Journal #468 - Silver, Gaming, US Industrials, Technology Services, Nasdaq Index.
I am surprised that the return from Summer has not moved markets more given the implied uncertainty when measured in the VIX. However, I think that can change around the time the Fed decides its next interest rate move.
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There is a lot of rotation activity after the break - rebalance and then move is what they seem to be doing.