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August 1, 2024
August 2024 Newsletter
The Dog Days of Summer are here, but July was positive.Seasonal weakness hit tech leaders starting mid-July. This pressured leading indexes like the Nasdaq and S&P500 into sharp pullback / correction territory.
The damage was much more limited for most other stocks, as recent small / mid-cap strength sparked a rebalance trade (taking profits in tech, buying economically sensitive laggards).
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