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Continue to believe Iran Israel conflict is a nothing burger.
I expect Breadth Expansion and rotation from QQQ type names to Financials which report in July, and Consumer Discretionary.
Healthcare has good LT investor opportunities.
18.6.2025
Kind of wild we have a US President that makes a surrender demand on social media…and gets a response.
I do believe this Iran risk is a nothing burger.
Iran has one lever to pull (rockets).
And that lever is ineffectual.
Khamenei is just hot air.
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