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MM096: 2023 Market Outlook & Tesla: Zero or Hero?

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What Sectors to Watch in Q4?

Wells Fargo crept into the investment banking top 10 leaderboard for the first time. When times are bad, let's step it up, because we can win market share. I think people have gone into this year very much defensively so that means defensive sectors. Consumer staples is a good one because that plays into the whole food price inflation thing. If things play out with inflation continuing to drop, then you're going to see a real inflection point in the economic cycle.

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