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Markets Rally as Congress Reaches a Debt Deal, and BABA Posts 5th Best Day Ever Description:

CNBC's "Fast Money"

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How to Navigate the Market's Recent Volatility

We think there is room still for the value trade to do quite well from a valuation perspective. But we also think that fed rate hikes are pretty toxic for thevalue trade. Financials and energy, they both look pretty undervalued to us. We've liked energy in part because the earnings revision trends have been so unbelievably resilient.

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