Closing Bell Overtime: Big Win for the Bulls? 2/3/23
Closing Bell
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The Leaders of Last Year Are Lagging
The leaders of last year are lagging. The laggards of lastyear are leading. You want high quality syplicals in this market. They have extreme dislocations relative to defensives. And again, if you look back historically, when these dislocations occur, it creates opportunity. We have a saying at NFJ that you want dislocation in the valuations, but not dislocations in the fundamentals.
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