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Countdown to Earnings Season, and Could Prime Day Be the Last Gasp For Retailers? 7/10/23

CNBC's "Fast Money"

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The S&P Energy Group's Stealth Rally

S&P energy is 4.2% or 3% of the S&P. So it can be overweight right now. It's one of the few places where margins I think are improving. Some of their costs are actually coming down. And I think you can own it. As Guy said, it's been a 25% move in slumberj from June 1. But I think you want to stay long.

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