MRKT Matrix cover image

Ignoring Reality

MRKT Matrix

00:00

Healthcare

The XLV is down seven consecutive weeks in a row. The S&P 400 mid-cap healthcare sector was actually up six of the past seven. We have seen big cap healthcare names, specifically the ones that we cited in the XLV do well in an environment where the broader market's not doing well. If you're buying the XLV here, you probably want to stop it at the 130 level because there's like an air pocket down to 120.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app