Nice strength in the stock market during earnings season, despite repricing of rate cut odds further out in time since FOMC...
META and AMZN earnings stole the show with massive moves to the upside, while GOOGL and AAPL tumbled and fell. Overall, I'm optimistic for 2024 to be very strong year for the market, something that sentiment is not pricing in, as everyone is currently afraid of downside risks across the board.
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