Fear Is The Opportunity

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Quick Takes:

• Last week’s “Use fear as opportunity” email validates that timing is everything.

• Equity markets are near a short-term low. Watch mega-caps lead.

• The average inflow price for the S&P since Nov 2020 is around 4160.

• Inflation already peaked.

• Crypto is hanging on for dear life. Nasdaq needs to help pull it up.

• Semiconductors a…