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There are reasons to be optimistic about Hims & Hers Health and OptiNose Inc.
Let's check a covered-call play in PubMatic.
Prices are continuing to rise, particularly for labor and rent, and that could put a drag on profits and consumer spending.
The latest quarterly reports indicate consumers are struggling but still are willing to pay for their medicines.
It's hard to see stock valuations rising when inflation remains high and the economy appears headed for a recession if it isn't in one already.
I remain cautious, but that hardly means I'm sitting on my hands.