Surveillance: Cabana on the Fed
Bloomberg Surveillance
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The Astro's Ranger's Rivalry
The correlation between stocks is very low right now. That tells us it's a stock pickers market. We've always been cautious this year and we've talked about that story. But adding some cyclicality to your portfolio along with some of your more value-focused names I think is really smart to have that balanced approach. The reason we had you up here, thank you so much for coming in. John Road Trips: Labor Day weekend, September 5th.
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