The FINAL COUNTDOWN before CPI!!
MRKT Matrix
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Is That a New York Word?
The real weakness in the sector has been managed care, right? You've got drops in humanity and signal in United Health that are substantial 10, 12%. It remains my favorite single theme in the market by virtue of its defensive and offensive characteristics. There's a lot to like in big cap pharma. Gilead, which we probably don't talk about enough, has had a huge breakout to the upside for the first time in many years.
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