
Bear Rally or Bottoming? 6/27/22
Halftime Report
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Health Care
Health care was up eight % last week, i'm no on over to you. I om not gong tatochion t irony that way. Health care collectively provides that a in terms of the quality momentum index. We've got 20 % exposure to health care. So i carry a many positions. And jo, t e t f, that's our largest overweight. It seems to be, from the fundamental characteristics of what you want to own in this environment, the perfect sector.
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