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Bearishly Bullish

The Compound and Friends

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Are the Stocks Just Pulling Back After Monster Run?

Year to date, these are winners. Over the last five days, however, they've gotten pummeled. Is this a read-through to the consumer finally being at the end of the rope or perhaps are these stocks just pulling back after monster run? No, this is almost entirely basically not hedge-run positioning, but it's positioning. It's way too soon. You talked about earlier about potential concerns about credit and all these other things. It's just way too soon to see any of that filter through to actual consumer behavior. If you look at the casinos- But some bottom-ass and the stocks getting ahead of it, or you're saying it's something else entirely?

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