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Yields, Car Tech, Bank Earnings, and ETFs (Podcast)

Bloomberg Intelligence

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Energy at the December Rebounds

Overweight energy and overweight health care. Energy is a defensive play in an environment where we're not sure about the economy, inflation is still going to be a problem. Health care as a sector is a pretty nice defensive play because it's one of the only sectors the last 10 years where their earnings and free cash flow went up faster than their overall stock prices.

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