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Why is Growth Rallying?
Commodities rolling over -> Lower Inflation. Lower inflation -> Potentially less aggressive Fed. Less aggressive Fed -> Rally in growth stocks.

The real question is: Is this the start of a true trend reversal or another bear market rally before continuing down in the near future.

I am thinking this is a short term rally at the end of the quarter (which ends next week) before more downside in July/August.

What are your thoughts?

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