Final day of my road trip… I’ve had a great time seeing clients, many for the first time. Many thanks for all the hospitality and lively discussions! Having spent much of my life in New York and Boston, I’ve thoroughly enjoyed visiting many smaller communities and getting a better sense of life outside the big cities.
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SPX’s long-awaited pause appears to finally be here, though as noted on Friday the SMAs aren’t quite in position for much of a decline.
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