Bull run underway to $1,750, +11.75% still on the cards

With a bull run well underway, we remain positioned heavily long from the break of the last corrective leg.

- Sensitivities remain positioned to the upside from here and a last extension into sellside liquidity around $1,750 - $1,800.
- Earnings season may provide final catalyst for supportive bids and buyside demand from here

We've continued to add buyside exposure to both our macro and directional portfolios.

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