Obviously we’re joking with the thumbnail of the skeleton waiting for the bear market, but is about to begin and our thin friend will finally be right? Todd Gordon of Inside Edge Capital takes you through his entire “fast money” portfolio and all holdings and then discusses the recent markets events including the government’s 10% stake in Lithium miner Lithium Americas ‘LAC’, the possible short-term rotation into more value-oriented sectors like energy, utilities, and select materials and away from growth-center AI-focused stocks. Certainly the sell-off was partially caused by Powell’s remarks that the stock market is “fairly highly valued” referring to the TTM S&P PE ratio crossing 30 for a brief time.
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