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Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley

RiskReversal Pod

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Is Macy's a Symbol of a Healthy Market?

The market took Macy's down, I think exactly to the levels you talked about. The current levels we find ourselves out in Macy's, this 23-hour level takes us back to where beginning of May. So it's extraordinary how you go from 23 to 16 back to 23, on the course of a few weeks. Again, not in my opinion, a symbol of a pretty healthy market,. Yeah. Broadcom or Avago, whatever they call the company now, the symbol there is AVGO, they're a serial acquire over the years. Go back and look at all the acquisitions they've made. And again, this is after the fact, our posteriorias."

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