Oil’s Big Breakdown, and a Special Earnings-Focused Second Hour 7/12/22
CNBC's "Fast Money"
00:00
The Biggest Hits to Farmer Companies Over the Last Two Quarters
i don't like valuationsand in a lot of those companies, i also think some of the dynamics that made farma defensive we've talked about to night. Bigger dynamic is consumers, staple stocks are not cheap. And i think that is something i have to be careful of, steve. But one last thing, diamond, zuckerberg, musk and now mcdermott. How many other ceos are going to come out and say, mackerel head winds are slamming our stocks? You don't want to be investing in that market.
Play episode from 50:53
Transcript
