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The Quant Rally in New York Today

Algorithms Bet Big on Banks and Gold, Dump Growth

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Bill Cara
Aug 26, 2025
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Today’s market data from New York reveals a week characterized by a powerful rotation into cyclical and commodity-linked sectors, juxtaposed against significant technical deterioration in select growth and defensive names. The most compelling narrative is the overwhelming bullish institutional sentiment, as evidenced by the high frequency of perfect 200…

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