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May Begins, Can the Rally Continue? 5/1/23

Halftime Report

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The Case for Long-Short Public Funds

This year, it's good earners go up. The companies that get fit go up. But the companies that are on the wrong side of those trends and trajectories are going down. That makes it a good time for long short public funds. We're not naive to the technical issues that I think we're all experiencing here. So if you can bear with us at our best, let me ask: How responsible do you feel for what we've already witnessed?

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