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Jeff Miller Positions For 2019: Focus On Earnings, The Economy, And Financials

MarkMark
in The Bullpen
"Summary
Long list of market worries is healthy.

Recession fears overdone.

Too much emphasis on the Fed instead of fundamentals.

Industrials, semiconductors, biotech, and financials are good sector ideas.

Beware of last year's winners!"

https://seekingalpha.com/article/4231440-jeff-miller-positions-2019-focus-earnings-economy-financials?isDirectRoadblock=false
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