Philip Palumbo says it “really concerned” him when both equities and bonds fell over the past few days and says traders should watch that dynamic closely. He says recession probability has increased based on “soft data,” but says we have to see if hard data follows suit. Two of his picks are Berkshire Hathaway (BRK/B) and UnitedHealth (UNH).
The Watch List
09 Apr 2025
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