The NASDAQ 100 (QQQ) closed the week at new all-time highs, +1.65%, while the Dow Industrials (DIA) was down -.2%. In fact, YTD, the Dow is down -9.36% while the Nasdaq 100 is up 18.62%, certainly a tale of two markets. Of course, the Fed stepped up its intervention yet again after last weeks attempt to sell off. Stepping back and looking at the big themes with half the year in the rear-view mirror is
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