Fed Caught Between a Rock and a Hard Place
MRKT Matrix
00:00
The Semis Are No Longer a Cyclical Group
Energy is clearly in the crosshairs of a lot of people. I would submit, given the run that they have had, you got to be really careful on some of these semis names which have gotten way ahead of themselves. And we still have SMB earnings expected to be up high single digits? That doesn't square with me right now.
Transcript
Play full episode
