CNBC Fast Money Halftime Report July 13, 2024
Really hasnt changed from 2019. It is about technology, Communication Services the difficult decisions im trying to make when looking at my portfolio is how do i get alphabet into the port toportfo. Do i take out apple no. Which large name do i take out. Facebook is pushing right now towards its july 2018 alltime high id like to try and get involved in that in some capacity only thing potentially i could do is in the options market. So you are fully invested, you are watching it and understanding it is a technology story, Communication Services. That was the story of 19 and the story of 20 and...