
Will the Win-Streak Continue? 6/23/23
Halftime Report
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The Energy Bull Case Is Softening
Jim Boulden: We were massively overweight energy kind of March, April timeframe. Today we're a little more surgical. We're with some great names. EOG was one of my year end stock summit, summit picks. But I think this is a great geopolitic hedge to geopolitical risk. It's also a great way to play the road.
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