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Friday Investment Talk: Oil and Energy, Real Estate, Sector Rotation

Energy markets look to be in a long term bull market with continued strength in oil prices fueling additional exploration.

Real Estate prices for residential housing are rising faster than rents. Likely rents will play catch up in 2022.

Sector rotation towards quality and low volatility is taking place since the Federal Reserve has began tapering. With a more hawkish Fed, leadership in large caps is likely to change to more defensive sectors.

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