July 17, 2025
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Portfolio watch

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• Mitch Zacks at Zacks Investment Managementis making the bullish case for U.S. equities. “What’s been encouraging to me is that investors appear to be taking more interest in areas of the market with relatively attractive valuations,” he writes, adding that financials, industrials and cyclical stocks remain relatively cheap. Unhealthy pockets, he notes, include unprofitable companies that involve…

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