Daily Archives: September 9, 2024

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12Jul11:23 amEST

A Clear Setup Emerges This Summer

Talk about wanting your cake and eating, too. Or, perhaps, in this case: Burritos. Consumer and retail bulls (as well as small cap bulls) love to cheer for rate cuts, as though that will be some guaranteed panacea for a new leg higher in these stocks. However, history teaches us that rate cuts coming into rising unemployment is a recipe for a...

 
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