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“I don't know, cyclicals, defensives. Is that a short term…” — Bloomberg Surveillance at 23:23

“I don't know, cyclicals, defensives. Is that a short term trade or is that the market telling me something? You know, it is interesting. I do like to see some of the most parabolic moves in the market. Take a breather here. So an area like semiconductors was up close to 100 percent before we saw a little bit of a…”

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