What Kind of September Will It Be?
Real Vision: Finance & Investing
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The Next Big Trade for Real Vision
Energy is not quality. Energy so cyclical. Therell never be in that quality basket. We want to marry those two things, cause we see energy a entering a bull market. And weve wed like quality here. This period of time looks very similar to the end of the last te b a bust. A returned about 15 % a year s and p 500 was down two % per year over that same period of time. So i see a very similar environment.
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