Matt Miller: We're coming off one of the best first half to a year ever for the NASDAQ 100. David Deeds, managing principal and senior investment strategist at PPAC Private Wealth Management, is joining us on the phone in Summit, New Jersey. He says value agents are now stretched here; we're still grappling with inflation., Fed does not know when it's going to stop. And of course, recession fears are still lurking out there.

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