Ross Margolies
Ross Margolies
consumer employment money people starting wages
The consumer is making a lot of money, employment is high, wages are starting to go up. People have money in their pockets.
feeling hard stay
My feeling is it's going to be hard to stay up here.
bullish changes chasing expect momentum names rate super though unless
There's a lot of momentum and unless something changes it, like another rate hike, we'd expect it to continue. We don't feel super bullish about the market, though ... One thing that we're not doing is chasing the super big-cap names just because they've going up.