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The Tech Tailwind 5/23/23

Halftime Report

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Why Are the Metals Down and Why Are Industrials Down?

I think there are going to be pockets in the economy that are going to do well. I'm not trying to whistle past the graveyard and say commodities rolling over isn't a good thing. It is this ongoing tug of war in my opinion about the market thinking we're going to have a recession. One of those two sides will be right at some point.

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