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Kenny Polcari's MU & Mag 7 Bull Cases, Why Fed Will Hold Rates in October
"You have to be very cautious, and you can't through the baby out with the bath water," says Kenny Polcari, making the case that there is opportunity so long as you mind macro risks ahead. He remains overweight in tech but sees opportunities in defensive sectors like consumer staples amid the lingering volatility.
"You have to be very cautious, and you can't through the baby out with the bath water," says Kenny Polcari, making the case that there is opportunity so long as you mind macro risks ahead. He remains overweight in tech but sees opportunities in defensive sectors like consumer staples amid the lingering volatility.
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