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FLASH COMMENTS


Before getting into today’s weekly Whispers note, I wanted to make a couple comments:

  • My work remains medium-term bullish.
  • Buy tactical dips in Financials and Cyclical/Reflation trades.
  • Sell relative strength in defensive areas — Utilities and Health Care.
  • Growth/FAANG remains as tilt above benchmark — have less exposure than pre-4Q20 but note they were never suggested to be abandoned — do not chase any tactical outperformance.
More to come on the supporting evi...

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