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Not Time To Exit Growth; How To Fund Financials Exposure

With negative headlines continuing to hit the tape, the U.S. equity continues to climb the wall of worry as the bears get louder and louder, voicing both their displeasure and amazement. Our work continues to be medium term constructive and still supports a barbell approach towards secular growth/FAANG and Values/Cyclicals.

Given the riots across the country and rising US-China tensions, the bears are vocal that the current move is unjustified and will end painfully at any minute. However, based ...

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