Inflation & Growth Both Receding
MRKT Matrix
00:00
Health Care Is Handily Beaten Staples
The XLP rally to a difficult level is doing just that, and you have to be very careful and conscious to play on the downside. There's no growth here, right? You don't have a small cap detergent company or small caps soda coming because that's not going to work. And so to my eye, this is the one to favor of these two very sort of defensive stocks.
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