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Bloomberg Surveillance TV: June 20, 2024

Bloomberg Surveillance

CHAPTER

Market Analysis and Portfolio Rebalancing Recommendations

The chapter provides insights on the current market conditions, recommending a strategic portfolio rebalancing approach by reallocating gains to sectors like consumer discretionary, consumer finance, and industrials. Emphasizing a shift towards a broadening out trade strategy from high-performing trades such as Nvidia and the NASDAQ trade.

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