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Tis the season?

Gentle reminder of one the most important charts we have been outlining over past weeks. July is here, and the 2 first weeks are the best weeks of the year.
Now is when NASDAQ really starts outperforming aswell.
Obviously this is just historical seasonality, but if this holds, it's soon time to plan what comes next (read here).The question is if we have already been front running the seasonality, so planning of protection actually becomes more "urgent"...?
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