Healthcare likely underperforms into late April; Lowering to Neutral

I continue to see the US stock market as being attractive, technically speaking, and do not feel sufficient risk is there to warrant a selloff at this time. While price action has been a bit more subdued in recent weeks following momentum gauges having gotten overbought, there remains precious little other evidence with regards to frothy speculation to excessive valuation measures that would warrant a major selloff.  Rallies up to ...

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