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In our team meetings, we often discuss the shifting sands of the market. Not only is it an interesting topic, but it poses a challenge for asset allocators. We are in the midst of a multi-year outperformance cycle for large-cap growth. The companies that have driven this outperformance have all become household names: Alphabet, Amazon, Apple, Meta, ...
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Gold has pulled back from the crucial $2,400 level during trading on Thursday, which is an area that has been important multiple times. With that being said, I think we are just simply entering some type of consolidation area more than anything else. The $2,400 level above continues to be an area that I'll be paying close attention to, and therefore, if we ...