Stick With the Winners into Earnings Season? And Is Musk Moving to Mining? 4/8/22
CNBC's "Fast Money"
00:00
Those Quality Growth Names Are Ngto Have a Really Nice Rally
If you look at the complexion of this rally right now, it doesn't necessarily scream risk on. You have 50 % of consumer discretionary, 40% of financials and 30% of industrials all trading through those february loaves. The market is very split, and the message is very clear. i would stick with those defensive areas of the market, with the addition that i would be adding to quality, grow stocks on this next leg down. But we all know there's no way to time the bottom.
Play episode from 02:54
Transcript
