MRKT Call 12/20/2022: The BOJ Joins the Party
RiskReversal Pod
00:00
Is the OAH Going to Continue?
Both OAH which topped out again levels we saw spring June, bit of a double top. And I think the market is trying to figure out is the rotation and energy going to continue but where are you going to rotate into? Because again, the high growth names, high valuation names and tech are not trading all that well. So the relative safety has really found itself in healthcare and some other areas.
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