Observational stuff that matters…..Market is gripped by positioning issue….another SaaS company quits…..what now for NFLX holders.

MARKET. Yesterday was a very odd day. The market was down but most of the stuff that I look at was….Green! I mentioned yesterday that there was a significant element of positioning fear eveident….and I think that was the main driver this week….until we get to AVGO and Oracle earnings that is! What do I...

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