CNBC Fast Money Halftime Report July 14, 2024
Were talking about other cloud plays on the horizon the Halftime Report starts right now. Great to be with you on this friday, your investment committee, joer er ijoe, john,y young, senior Portfolio Manager with young and associates at morgan still is larry fink right . Are investors not being aggressive enough right here, serrat with markets on the precipice of a fed rate cut . I think right now its fair to say we are properly valued. I dont think you want to be more aggressive going to the markets. Earnings are coming down we have a lot of uncertainty stocks have had a great run, plus 20 the...