The Rally 6/30/23
Halftime Report
00:00
The Importance of a Different View of the Market
Companies across the board are saying things look good. The companies see a more positive outlook, Scott, than the macroeconomists. That disconnect between top down and bottom up gets resolved to a second quarter earnings. One's proven right and one's proven wrong. I'm going with the companies. I'm staying with my cyclicals.
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