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Sep 22 at 04:45 AM
🐶📈 My Market Take
With the market near all-time highs, I don’t want to chase stocks that have already run hard. I think money can rotate into laggards and sectors that have been left behind. For me, KWEB and IAU are two interesting areas to watch. 🧐
🇨🇳 KWEB: China internet stocks are showing signs of renewed buying interest, while KWEB remains around the $25 area. Recent strength in Alibaba and other Chinese technology stocks could support further rotation.
🥇 IAU: Gold remains supported by central-bank demand and geopolitical uncertainty, although higher rates remain a risk.
🐶 I prefer patience and buying weakness rather than chasing strength.@Captain's Watch
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