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Changes:MU +5.0%AMD +5.0%KORU +3.0%TBF +0.4%JNK +0.1%

$PRIMOTEQ And that's why we have cash. Adding names that have are oversold in this washout and are well through our bear price target. AMD, Micron and Korea. Today's jobs number was a real rates story. Bad for bonds. Bad for gold. Bad for equities. Kind of and not negative 5% QQQ bad. Our core risk on thesis holds.

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