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Nike on the Move After Earnings, and What Drove Yesterday’s Sell-Off 12/21/23

CNBC's "Fast Money"

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Analysis of Big Cap Growth Trade and Concentration in the MAG 7

This chapter discusses the current state of the big cap growth trade and the potential for a correction. They address factors such as interest rate expectations and economic growth, as well as concerns about concentration in the MAG 7 stocks. They also suggest that other parts of the market may shine if the growth trade takes a breather, and debate whether Apple should be removed from the MAG 7.

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