CNBC Mad July 4, 2024
With a giant sheet of papers on stocks along with what we call topdown analysis from whip smart strategist to outline what they are seeing in the big picture from their 30,000 foot purchase. The top domes are exceptional at what they do all the what they do is an almost was doing. They typically try to rationalize all the big picture inputs, treasury yield, curve, recession, housing then come up with targets given their perceptions about the world. By the way, the dow finished with 100. Climb. I am not a huge fan of the top down analysis. That is called macro. I like the micro thinkers, the pe...