The Compound and Friends cover image

The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)

The Compound and Friends

00:00

What's Leading the Cyclicals?

The BKX closed within three cents yesterday on the 5% drop, three cents, not 3% three cents of where it closed Friday last Friday. As I look, what's leading the cyclicals? Yeah, materials, industrials, financials. Stimulus round one was incredible for consumers. What are these quarters going to look like in the S&P 500 next summer when we have to lap those numbers?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app