After a rip roaring start to the market, the market has been experiencing a pullback of sorts. Odd to see that the agri names are continuing their run, we thought that the story has already been priced in. No surprise in seeing automotives recovering (it was a dead sector since ’13). Healthcare continues to be bludgeoned – granted that’s basically BDMS (the 1 time payoff for its membership is hurting sentiment) and BH (Fears in the # of arab visitors dropping dramatically)

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