Well, it was bound to happen. I just didn’t think it would occur in a single session based off a solid jobs report.Let’s recap.We shed 456bps today in the single worst session since tariff tantrum day last year. AI stocks -6.7%Semis -9.9%High Beta -8.6%Banks +0.17%Staples +1.8%Healthcare +0.65%Some perspective: We lost 2.37% for the week, which...Read More