Emerging Money Daily Audio Call August 23 - On the call today we stop to discuss investment tenets and where chasing the consensus can be dangerous.
What is the current consensus?
Housing! We had another very solid print out of the housing market today and it underscores strength in the consumer, banks, and the home builders and home improvement trades.
Oil names are back in vogue as Brent has shrugged off yesterday’s pullback.
The best place to get your exposure is in the higher beta E/P names but the higher quality names in this group.
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