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The Same People Are Saying The Same Thing With David Rosenberg

RiskReversal Pod

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The Rise of Tech Stocks in the NASDAQ

Danny Cevallos: It's worth noting though that some of the first stocks to get hit when the Fed said November 2021 to battle inflation, they're going to raise interest rates. Some of those stocks were heavily rewarded just for putting up an in-line quarter or slightly better and then guidance that was kind of in-line, so not cut. And it almost makes me think that this rally, at least in the S&P that's been held up at this 4130 level because of those big names, it is yet to get above its February 2nd level. But here's the thing about earnings season; over the last five years, stocks that had beaten would rally 1

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