Today, Jason Mann commented about whether ACN-N, TCL.A-T, ARX-T, MX-T, YRI-T, APHA-T, NTR-T, NFLX-Q, BA-N, LNR-T, CHP.UN-T, FDX-N, ERF-T, MSFT-Q, IPL-T, UFS-N, GM-N, IAG-T, AC-T, HBM-T, PPL-T, CPG-T, MRK-N, BB-T, CVS-N, CRH-T, FFH-T, TCN-T are stocks to buy or sell.
Market. There were record flows into US Equities. Some bubble sectors in January went parabolic. Crypto and Cannabis have come off since January. We moved to a new environment for volatility. REITs are good if you are looking for yield. Utilities are strained to deliver. Growth cycles peter out as people retaliate. They should not pay as much for the growth to come. Industrial materials have much & more attractive valuations. The correction could be about the market discounting slowing economic growth.