4min chapter

The Market Huddle cover image

Forced Patience (guests: Andy Constan, Paul Schulte)

The Market Huddle

CHAPTER

The Consumers Staples Are Running Like This

Consumer discretion is like muddling along, but the interesting thing here is that those consumers staples are running like this. That's clearly where that value over momentum a trade is really gainng gaining traction. The home builders broke badly to day and its some sort of shorto intermediate top in on these home buildersl good cause it looks like it's trying to do a triple bottom, which we know doesn't exist. If oil can actually break to a fresh new hih, i think there's a legitimate chance that it does. And if it does, we're probably going to 85 90 on the upside. We'll get him taught about Uranium by foaming at the mouth next week

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