Re: 7/2 Week, page-2

Everyone is focused on crash or no crash narrative.

Cyclic rotation, big money can't go to 100% cash.

Out of growth, into high yield, lots of cash, no debt, good cash flow, solid boring assets.

That's the move, leading into March just depends on how cheap they can be had for.

All of the people from 2020 till now have no idea what value investing is, or how to read fundamentals.

All these people are just 100% "all in" OTM options call, that market is dead.