Banks, IPO Window, And Mega-Cap Reallocation

The Dow sank nearly 2% in today’s trade. We drill down on that big move with our all-star panel Solus’ Dan Greenhaus, Partners’ Group Anastasia Amoroso & Merrill and Bank of America Private Bank’s Chris Hyzy. Plus, BTIG’s Jonathan Krinsky dropped a new note saying the market can’t afford to lose semis. He explains why. And, Kevin Simpson from Capital Wealth Planning tells us what trades he’s making in this pullback.

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