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Some stocks I watch closely when thinking about the cycle (1)

  1. XOM: making new ATHs almost daily, even with oil stalled around the $60s.

  2. DOW: bottomed around the 2020 lows and rallied +15% last week, impressive given it was not a favorable week for risk assets.

  3. DE: breaking out to ATHs, in line with CAT.

Feb 8
at
11:53 PM
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