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Eric Balchunas
Eric Balchunas|Jul 03, 2025 17:49
ETF investors were rewarded big time for hanging tough during the Tariff Tantrum and Sell America narrative push as stocks rebounded 24% since April 7th. They are getting good at doing nothing. They are the smart money IMO. Chart via @SirYappityyapp via our 2Q flow note today.
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