Surveillance: China Challenges With Citi’s Morse (Podcast)
Bloomberg Surveillance
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The Semi Conductors Are the Group That Everyone Loves to Hate
The home builders is literally the group that everyone loves to hate right now. Huge short interest there am and enogh to us, any sign, not even that rates are piqing, but that the level of a cent of rates is likely to moderate. The semi conductors have been hit very, very hard in general. Those are the places we think are worth a look.
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