Markets see Semi’s as the key battleground…..Crosscurrents indicate fatigue….Bank Stress Focus is Credit.

Bottom Line Top: The balance point of the market right now comes down to the extent of Semiconductor fatigue……measured against….the ability of the broader market to do some lifting on it’s own. The below is a quick whip through the puts and takes on positioning and set-up….and signs that it is not all doom and...

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