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Description

Simon discusses the significant rally off the post-"Liberation Day" lows and what historical precedent suggests about forward returns. In the meantime, he urges caution as the market is likely to grind while it awaits a better read on how tariffs will impact company profit margins, consumer spending and employment data. He highlights opportunities in longer-term Municipal bonds and offers THC as a new stock name to consider in the Healthcare sector.

 

WIG Names: THC

 

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