Day

June 11, 2025
Gents, Ladies:Markets pulled back a bit today, SPY down 23bps, Nasdaq -50bps. We managed gains of +19bps, still about 80% long into this period of consolidation. Before cresting to new highs, I think markets are dealing with a bit of churn here. The intraday rumors of war pending against Iran did us no favors, with...
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