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Brace for a rough ride on Thursday as strong private-sector payrolls data is set to drive some losses for Wall Street.
That might give some pause about natural resources, often scooped up by global growth engines such as China and elsewhere. But our call of the day from Tavi Costa, portfolio manager at Crescat Capital, says investors should be allocating capital toward those assets that have been long undervalued against equities and fixed income.
“This…
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