When Will Stocks Break?
MRKT Matrix
00:00
The Bearish Outlook for the Equity Markets
Nathan: The equity markets is literally encapsulated in six or seven names. And this is not, we're not saying it's like the dot com bubble and things are about to burst. But the enthusiasm around these names, the disregard for valuation,. It's just like, we're front and loading a lot of that sort of behavior. Nathan: If anything cool is about the intermediate term outlook for these stocks and what they're able to kind of garner from an earnings standpoint, I mean, this thing is toast.
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