2min chapter

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

CHAPTER

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?

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