Fox Business: Retail Stocks & Government Shutdowns

This week I was on a panel with David Asman on Fox Business about retail stocks and the impact that a government shut down may or may not have on the US Stock Market. I still like retail, particularly on a relative basis but prefer to stick with strength and away from the weaker names. I don’t like the relative weakness in Amazon all year while S&Ps keep hitting new all-time highs.

Here is the video in full.

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Posted to S&P Sectors and Sub Sectors on Dec 12, 2014 — 3:12 PM
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