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Crypto Regulation, Supply Chain Constraints, Labor

Bloomberg Intelligence

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The Energy Trade Is Still Our Favorite Sector

Energy is our favorite sector for the second half of this year, or our still our favorite sector coming into the fourth quarter. The opek hasn't helped out on the oil front and it's got another meeting next month. But i think the energy trade has further to go, and i think tat it makes sense for investors to be atav to still continue to have exposure there.

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