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The Market's Best Defense Is Hiding in Its Scariest Neighborhood
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The Market's Best Defense Is Hiding in Its Scariest Neighborhood
I ran a defensive screener this morning before my coffee had even finished brewing. I knew what I was going to find. Utilities. Consumer staples. The companies that make your toothpaste, your canned soup, and the boring dividend stocks your grandfather had tucked away and forgot about. But that’s not what came back. Instead, our system formulated a list of oil tankers, gold miners and drillers. I checked the results again. Then I checked them on…
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