Seems like your performance and mine have been opposing for the better part of this year. I had a decent week, up about 2.7% despite todays hit. Still cannot get any separation YTD - up only about 2.1%.
Will be in SEMICON/TELECOM/FINANCIAL for Monday.
Subscription models are both long. My model, what predictive powers it has, is practically dead flat on the OB-OS meter, and modest but improving Bull reading on the Bull-Bear.
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