11min chapter

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What Are We Doing At Market Highs?

RiskReversal Pod

CHAPTER

Navigating Sector Rotation and Market Dynamics

This chapter explores the potential sector rotation into energy stocks, discussing recent M&A activities in the oil and gas sector and the impact of natural gas prices. Emphasizing fundamental analysis, it further delves into seeking out improving fundamentals and reasonable valuations in sectors like energy, financials, shipping, and tech.

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