Enough said,
The last couple of sessions have been led by a rotation from risk to quality.
Only yesterday we gave you DPZ as our latest buy, with details to come soon.
Bitcoin continues to sell off and markets seem to be headed to strong balance sheets and cash flow.
S&P is down 1%, DPZ is up 1.5%.
Our target price and overall thesis will be hosted in our next round of portfolio deep dives, starting this week.
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