
Positioning into Rates Hikes & Biggest Earnings Week 10/31/22
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead of the Fed and the busiest week of earnings. Plus, Morgan Stanley cutting estimates on some chip names, the Committee take their positions in the sector. Also, biotech breaking out. And later, the Committee shares their latest moves as October closes out.
October 31, 202244m 57s
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Show Notes
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead of the Fed and the busiest week of earnings. Plus, Morgan Stanley cutting estimates on some chip names, the Committee take their positions in the sector. Also, biotech breaking out. And later, the Committee shares their latest moves as October closes out. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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