The NEXT leg lower for STOCKS is when earning expectations come down!
Mike Shell of Shell Capital management sits down with Blake Morrow to discuss the markets and how his approach differs from other asset managers. He uses a systems based approach that is trend following that has kept his clients in the green since the bear market started.
He shares some of his insights to what sectors he’s looking at, and also his views on bonds and markets and where they may be following the Fed rate hike this week.
He also thinks the market is an inflection point and does look to be more defensive into year end.
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