Given the positive move of our risk gauges into risk on all the major Indices and given the recent leg up in some of the largest capitalization growth stocks, is this a new bullish phase up or an eventual repeat of 1999-2000? Entering the weakest period of the year, September-October, and our recent warning of the Hindenburg Omen (see August 30th update), we are fully participating in the market's up move, but we remain vigilant
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