Gameplan for the Big Week Ahead 11/7/22
Halftime Report
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Is the Market Overvalued?
I still take the view that earnings are going to come down. They haven't come down enough in terms of forecast. The market's going to be very data-dependent going forward. I'm willing to wait until we're done with a rate hiking cycle before I get excited about them. So yeah, bear market still intact, not getting too excited, happy for some Marie Falle, but it's not the end.
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