Video: Macro Minute: Market sees widespread derisking as dual risks of private credit and China-US tensions = no mas. But HY shows limited concern = buy the dip

Video: Today was a widespread derisking day, and momentum stocks have fallen -15% in 6D, the worst performance since early 2022. But to us, this is an excessive reaction to credit concerns, as we believe markets still have PTSD from earlier this year. So we would be dip buyers.

Please click here to view our Macro Minute (duration: 5:11).

Video: Macro Minute: Market sees widespread derisking as dual risks of private credit and China-US tensions = no mas. But HY shows limited concern = buy the dip

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50 SMID Granny Shot Ideas: We performed our quarterly rebalance on 8/17. Full stock list here -> Click here

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