I'm a big fan of Phil's work. He's the Chief Market Strategist at Blue Line Futures and a market veteran with more than 20 years of experience trading...
I recently came across a video on youtube from a very smart man – whom I respect and have had several favorable interactions with – that made me shake my head.
We kicked around a few ideas in this morning's Analyst meeting and the one thing that stood out to me is that I do not currently have any long exposure to the healthcare sector --- one of the strongest sectors out there.