Wolfe Research’s Chris Senyek out with a bearish market call; he joins the show to break down the reasons he’s pessimistic. Earnings from MongoDB, Box and Toll Brothers, plus market talk with Profit Investments CEO Eugene Profit and Vital Knowledge’s Adam Crisafulli. Gabelli Funds PM Jeff Jonas gives his top healthcare picks. Seaport analyst Ken Zener breaks down Toll Brother’s numbers and the broader homebuilding sector. Plus, our Eunice Yoon on why Moody’s issued a warning on China’s credit outlook.
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