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Buy the Bounce? 7/8/22

Halftime Report

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The Energy Trade Has More Legacies?

E has been crushed by the crypto correction, but still a major intostructure player. We're waiting to see what happens in the mid terms. If we get a big shift in the house, which i think we might get, we'll probably probably sit tiptoe back into it. I don't want to go to war with policy. That never works. So we're happy with that trade though. Health care is an ok place to be. Lots of good companies there with good balance. There's some onshoring also going on in just in case supplies for health car into the next pandemic.

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