Maybe -- the Strong jobs followed by a bad CPI may be enough to shake the confidence. Tech (the leader) is so already extended....and it is retail has been BTfD...so maybe retail is now all in already like Tesla ....so ready to turn. Rents are 30% of CPI -- gas is 5% -- rents and food have not quit climbing
chikosan
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I have the same feeling after the market reaction to the news