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Buy In May Thesis Intact (Core Strategy Rebalance)

May 2, 2024
Author
Sean Farrell
Sean Farrell AC

In today's video, we evaluate the neutral quarterly refunding announcement, the Fed tapering QT, and a dovish FOMC meeting, keeping our "Buy in May" thesis intact.

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Ray: 88f86a-bc2148-6126f9-f188f7-b09cf2