TradFI update

Crypto equities have had a really good run. They continue to look good. Dips could be used to accumulate positions.

Most of these are also featured in the bull thesis

DXY has been weak, even the LTF upmoves have been relentlessly sold into which gives all the risk on assets tailwinds.

Tech and Crypto continue to be the strongest sectors.

Coming to Model positions, no new changes.

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