Okay, Computer 6/15/22: FUD Cuts Deeper Than Swords with Brian Kelly, Founder & CEO of BKCM
RiskReversal Pod
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I Think We're Starting to See Softness in Soft Ware
I think that we're starting to see softness in soft ware. I'd really kind of keep an eye on companies as they get into the start of july, that quarter has started. We may see companies pull guidance altogether. And i'm not sure the fed, whatever they say to morrow, i think if they only do 50 basis points,. They're gong to disappoint market participants in the stock markets going to take a leg lower. If they do 75, it just doesn't seem that that might be enough either.
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