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Second Half Strategy 7/1/24

Halftime Report

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Weight Loss Drugs and Energy Stocks Analysis

The chapter delves into an ETF centered on weight loss drugs in the GLP1 space, highlighting upcoming data on drug efficacy and potential applications beyond obesity treatment. It also explores the performance and outlook of the energy sector, discussing factors like cash flow, dividends, and the market conditions impacting the sector's growth potential in the second half of the year.

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