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Positioning Ahead of the Fed 8/24/22

Halftime Report

00:00

Energy

We like some sectors which i think are have a lot of sort of tail winds going on for them. One one of them is energy, its actually our key, key, cold hies conviction. And also valuation argument. We do think that sort of, oil prices will creep up higher after this this drop. So we are positive on commodities, and that sort of the elocation than when we prefer.

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