Episode 162: 4180
In this week’s episode, Dave, David, and Kevin discuss the S&P 500 closing above 4180 on Thursday, the strength from technology, consumer discretionary, and communications, along with the possibility for a potential rotation into more value areas. They also discussed weakness from real estate, staples, healthcare and utilities, and what they are seeing from the U.S. Dollar, rates, commodities, and international equities.