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September 22, 2025
The SPY merely gained +46bps, yet across the investment landscape were runners of magnanimous and generous proportions. We managed +73bps for the session, thanks to a sundry of things working in our favor. It wasn’t Bitcoin or COIN or AMZN or MSFT or COST, but incessant bidding up into shares of ORCL, AAPL, NVDA, GEV...
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