Tesla and Netflix Leading the March Down

Kerry: I don't think that we should extrapolate a whole new market regime based on what's going on this morning. We really need to have sort of some calming down of expectations for these stocks, not saying the earnings won't grow. If you look at today and J&J leading the Dow, I mean, J&J is the same price as it was in May of 2021. It really needs to move as do other health care names that have been just incredibly poor performers.