Communication Services' Outperformance, Dow Transports' Underperformance, and the Final Days of the First Quarter 03/30/23
Morning Call
00:00
The Battle of Forces of Good and Evil in Dividend Investing
The S&P 500 was only up 5% yesterday, but tech stocks are up like 30%. Those stocks on average are up 5% on the average this year. I think earnings aren't going to be just glossy and rosy from here. And so that's why I'm really committed to this concept of range bound continuing. We have some upgrades and downgrades this morning.
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