CNBC Fast Money July 12, 2024
Earnings we start off with the one chart in the market that seems to be getting no attention check out the xrt, the retail etf up 12 this year the xrt taking another leg higher today on the back of a strong retail report is this retail recovery for real and if so, how are you playing it brian kelly, kick us off. I think theres a couple Different Things yes, there is a retail resurgence i think a lot of it had to do with the stimulus, but a lot of it had to do with a change in the way people are working the top five to ten holdings are heavy ecommerce, overstock, etsy, wayfare. Be careful what ...