(https://www.cnbc.com/2026/06/29/comcast-announces-it-will-spin-off-media-and-tech-wings-into-separate-public-companies.html) it's splitting into two public companies. That's not portfolio optimization—that's $100B+ of forced selling by index funds rotating out of the parent, plus equity issuance from the spun entities that have to build standalone balance sheets. My prediction from three weeks ago pegged SPY at 3-5% pullback as spinoff supply cascades through.

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