The Great Market Disconnect, and the Chart Master Updates His Apple Call 2/17/23
CNBC's "Fast Money"
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The Retailer's Report
i'm long walmart and it's outperformed target by 25 percent over the last year but this is the one place where i think you're very well positioned with a consumer that's trading down. I also really like a home depot because it's also happening in the housing sector is affordability has been a problem. And they've seen a lot of demand even into their pro business which i do think is going to continue to benefit them so i actually do like the retailers and we're hopefully going to see a strong week next week.
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Transcript
