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Even as markets are skittish YTD, leadership is clearly cyclical = resolves to upside

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STRATEGY: Even as markets are skittish YTD, leadership is clearly cyclical = resolves to upside

Equities have been punishing YTD, but sector leadership is clearly cyclicalThe best way to describe the first 25 trading days of 2022 is treacherous. On many fronts, we are facing inflection points on monetary policy, COVID-19, inflation, geopolitics, elec...

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