CNBC's "Fast Money" cover image

Markets Close at Records as Fed Lays Out Taper Timeline

CNBC's "Fast Money"

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Are You Readjusting Your Portfolio?

There seems to be this push bolt, push pull between absolute dovilishness or absolute hawkishness. And i think it's very important that we kind of find some equilibrium between those two. But in terms of reposition in the portfolio, both growth and value can perform, can perform well. I would caution against jumping completely into one camp or the other. That's my key take away.

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