Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
The Market Huddle
00:00
Cpi
i'm not buying into this rally because of the fact that i think it is positionally driven. And if we've already rallied four, five %, well, what's kind of the top end here? I don't, i don't see a whole lot of calls coming into the market. There's some makro, you know, clearly, a whole lots of mackerel cows. And the dollars down a lot to day, and i think that's causing,you know, some riss acid acids in general rise. But if you look at the quality of stuff that's rallying to day, like the the mean stocks are up nine %, and some of this really
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