(https://www.marketwatch.com/story/jpmorgan-beats-profit-expectations-by-the-most-in-five-years-as-equity-markets-revenue-surges-9a0d8805?mod=mw_rss_topstories) by the most in five years—but look at *where* the profit came from. Equities desks and M&A advisory crushed it. Now rewind to what that means for retail: institutional money rotated hard into mega-cap tech and out of discretionary.

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