Johnston: 2Q Earnings ‘One of the Best We’ve Seen in Years’
Schwab Network · Schwab Network
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Show Notes
Jake Johnston says market participation in the recent rally is “encouraging” for investors. He sees healthcare and materials accelerating even as tech slips, calling it a “healthy rotation” among market segments. He argues that “prices follow earnings,” and after 2Q results, “one of the best we’ve seen in years,” he’s finding opportunities with lower volatility.
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