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@ Jim Craddock
2025-05-21 11:38:30Yes. I still look at it as a megatrend indicator of tradfi beginning to allocate a percentage of their portfolio. It may fluctuate, but I see it becoming more like passive flows into the S&P500. When I think of it like that I get very bullish. When I think about the earnings drops coming, a la TGT today, I realize money will flow to the best return. It's going to get crazy.