MRKT Call: Follow the Flows
RiskReversal Pod
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Stocks That Aren't Going to Be Earning in 2021
I don't think a lot of these stocks that saw that huge euphoria that occurred a couple years ago are gonna come out of it until we're not in this type of a rate environment. Until you get out of that non-earning tech bucket it's going to be a brick on your head and look some of them are pulling apart. There is gonna be a cohort of stocks that'll look better than their peers and they'll pull apart but there's still sort of a ceiling until rates aren't weighing on it.
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