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Leadoff Morning Note

“Our Paradigm C Theme Has Thousands Of 42 Macro Clients Outperforming The Market Again This Year.”
May 6, 2025

Around the Horn

“Is It Too Late To Position For
Paradigm C?”
May 17, 2025

Macro Scouting Report

“What Is Paradigm C And How Much Longer Will It Last?”
July 2025

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