2min chapter

The Compound and Friends cover image

Michael Cembalest Takes Us to School

The Compound and Friends

CHAPTER

The Asset Management Industry's Potential Consolidation

I have two possible guesses as to why the stock market would fall for the second half of the year. One is earnings just do not come in where people- Where they need to be given the rally. Number two is inflation re-accelerates. Any other guesses? Of what would make- What would cause- Stock don't fall for no reason. Yeah. The strategist would have been right when a second half- If they have- Pullback if they could have extended it three months. That's right.

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