Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23
Morning Call
00:00
The Best Returns for the Year
Short-term treasuries, the S&P 500 and foreign stock markets are where investors should be. The outlook is not as negative as we thought, but there are definitely parts of this market that are overextended. It absent new information, you have to keep market exposure in a diversified portfolio.
Play episode from 27:25
Transcript
