Is There Pain Ahead for Risk Assets?
Real Vision: Finance & Investing
00:00
Is the Dalai Lama of Traders?
The semis have been one of the hottest areas. NVIDIA was really the thing that held up the market before the market came back. If we are going to have a melt up, that's going to be the leader. And then if we're right about rates pulling back, semis have done pretty good with rates going up. Maybe the market's going to love a fall on yield. That could give us our rally to 4300. So many, so many great levels to watch, as always with you, Dale.
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