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Took profits on half my RMH position at R48 after the 2% pullback, given we're late-cycle and financial ser…by @sector_rotator_sa on $RMH

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Warren L.@sector_rotator_sa·Bearish

Took profits on half my RMH position at R48 after the 2% pullback, given we're late-cycle and financial services valuations are creeping up while rate-cut timing remains uncertain. The financials rotation into cyclicals will face headwinds if economic data softens, so I'm keeping

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