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Episode 336: Small Caps & ReOpening Trade stocks have been underperforming…but I remain optimistic and continue to “buy the dip”. The two factors that are driving the most fear right now are mutually exclusive- 1) ReOpening slowdown due to COVID Delta Variant & 2) Federal Reserve tightening the money supply by tapering next month. Logic dictates that these two events can’t happen simultaneously, because if the economy is slowing, then the FED won’t taper.