They need to be rotating into these, out of energy and into early recovery.
Vince Farrel says the consumer is under stress but not significantly under stress. So Consumer stress is not significant.
Financial history doesn't repeat itself, but it often rhymes. You can't be stupid enough to trade off anything I say.... I'm lucky they let me out of the straight-jacket long enough to trade.
They need to be rotating into these, out of energy and into early recovery.
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