MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices
RiskReversal Pod
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Is This a Cyclical or a Recession Type of Portfolio?
Danny Cevallos: Tech companies in an economic period of weakness has characteristics that make them more desirable than a steel company or energy stock. He says the whole yield curve from two to 20 is basically flat at this point, and so i think we're just gearing up there as the new quarter begins. The rallies are giving you opportunities, but these rallies off of near term loads have just gotten kind of shorter in duration, he says.
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