Citrini(@citrini):This is a very textbook phenomenon in the market called “rotation out of all the names you specifically own and into names you don’t”. This happens when all the market participants have a meeting you aren’t invited to and decide they hate you.

Citrini

@citrini

Thematic, Cross-Asset Investment Research

参加 February 2021

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Citrini@citrini

2026.10.30 17:10

This is a very textbook phenomenon in the market called “rotation out of all the names you specifically own and into names you don’t”. This happens when all the market participants have a meeting you aren’t invited to and decide they hate you.

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