I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft
RiskReversal Pod
00:00
Is There a Rollover for High Growth High Valuation Stocks?
I think if you listen to Mike Wilson we've had him on a number of times now that's exactly the type of outcome that he's been talking about and quite frankly it's happening right before our very eyes. I'll say this though valuations absolutely matter and the market is still too expensive and certain names if you look at the move in videos had since that October trough flow of I think 108 that stocks rallied close to 70% from trough to peak. So I think there's a rollover for a lot of these high growth high valuation names that a lot of people caught over the last month and a half but if you're not taking profits I think you'll be sitting with losers over
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