
Bear Rally or Bottoming? 6/27/22
Halftime Report
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Do Not Lose the Disciplined Approach in Terms of Valuations
Jolmen: The real question is where are those opportunities? Jolmen, to come over to you, i consumerdis ary haven the best month over the last month, up four %. A lot of red in those other sectors were do you see any definite opportunities there? Are you looking for your opportunities elsewhere? I think that's correlated to growth making a little bit of a comeback here most recently.
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