The Rotation Report

The Rotation Report

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The Rotation Report
The Rotation Report
New Considerations

New Considerations

Aaron Jackson
May 21, 2025
∙ Paid

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The Rotation Report
The Rotation Report
New Considerations
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Good Evening!

Ok so we wanted to fade Moody’s and clearly everybody gets that with a record amount of retail buying Monday before lunch

Image

Of course you’re supposed to fade it via long treasuries. And …

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