Growth holding up better than expected on recent weakness

Markets have begun a bottoming process in my view, and while it’s tough to rule out a test and minor break of this week’s lows, the downside should prove limited into next week and provide the start of a liftoff for Equities in Q4.  While Technology was quite weak back in late August, it’s been acting far better in recent weeks, and $SPX and $QQQ have held their ground at June lows better than the Equal-weighted $SPX.  Overall, it’s hard to ...

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