Stocks Stage Major Reversal, and Breaking Down the Consumer’s Strength 8/11/22
CNBC's "Fast Money"
00:00
The Growth Argument, Quality Growth, Is Going to Be the Challenge for Cyclic Stocks
i don't think we've reached the bottom relative to the economy. This market can get more expensive without a going up at all, because i think the denominator needs the compress from here. That's going to be the challenge for a lot of cyclical stocks that i've talked about. But i do think rates are probably closer to a top than not.
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