Second Half Strategy 7/5/23
Halftime Report
00:00
The Market Continues to Broaden Out
It's more likely that you're going to get the correction in calendar quarter three. Small cap value is trading at 90% of their 20 year average PE. Large cap growth is trading at 144%. So I don't really worry about small cap today. But overall, yeah, it should broaden because that's just natural way things go when you see markets move up.
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