Market Streak Snaps, Walmart and FedEx Messages to Investors, J&J's $8.9B Settlement 4/5/23
Squawk on the Street
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The Three Camps of Trading in the Cyclicals
The selling in the cyclicals was so vicious that I'm going to devote a whole segment tonight to companies that sold off as if they were about to lose all the business they had. We thought of you yesterday when Cat and Valero. Marathon Pete has met well if they can't pass through the pricing piece of Alpha won't be that good. And then there's people who bizarrely say that because the Google balance sheet is really great, then they're never going to have a problem with first Republic. It's just Schwab won't impact them. The last thing I want to get with you before we get to data is your thesis about three camps of trading, right? Explain what
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