Why we are leaning into today's weakness

STRATEGY:  Sell-off on "headlines" = buy this weakness

Equity markets are under pressure and a number of factors are being suggested as drivers (one actually never knows what moves markets in any single day):- Fall of Afghanistan- Delta variant fears still- Fed taper consensus shifting sooner- Collapse in U Mich Consumer Confidence (CC) survey- Summer "chop" still (we don't think so)But the plurality of headlines and media over the weekend were negative and hence, a weak open on Monday ...

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