Good v evil
On to the lie -
Minis up 45 this rain soaked morning. I may have to change the header of this section of the post to ‘incredible lie’. Hurricane, ports about to shut down, GDP revision, rate cuts, they’re trying their hardest to start a big war - all huge market positives in the new normal I guess. STB best trade is alive and well. Just siphon off a bit here and there at these lofty levels.
More to come below.
Have a good day.
GL and GB!
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