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Feb 11, 2026
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LONG
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Richards highlights that job gains are "exclusively in sectors like Health Care." Outside of Health Care, there was actually a net reduction in jobs across the economy in 2025. In a slowing economy (masked by headline numbers), Health Care is the only sector with actual organic demand for labor. It is the ultimate defensive shelter. If the "1 million job loss" revision signals a recession, Health Care remains the most resilient allocation. LONG. A safety play against the underlying labor market weakness. Regulatory changes or "healthcare cliffs" mentioned regarding ACA subsidies expiring. |
Bloomberg Markets
Strong Jobs Report Curbs Fed-Cut Bets | Balan...
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