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Two things that caught my attention this week, 3/31/19:
- The S&P 500 $SPX rallied more than 1.5% in March, while the Russell 2000 (small caps) fell more than -2% over the past 20 years, this divergence only happened one other time: March 2000 - via Troy Bombardia
- Flip side: Asian data beginning to turn - China ISM highest in 5 months, EM Asian financial conditions loosening.
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