Alpha Simplex: Will Earnings Be the Catalyst to Sell?

Katherine Kaminsky chief research strategist and portfolio manager at Alpha Simplex. Will the earnings here be the catalyst to sell? It's possible, she says. I think people are not really thinking about what's going to happen to long-term cash flows and how much credit they're going to need. People are kind of in this continually in this state where they think that things are going to go back to normal.