Despite the growing investor enthusiasm for the recent sharp rally in stocks, we're still in a "sell the rip" environment counsels portfolio manager Michael Lebowitz.
He thinks it's more likely that stocks top out soon, to then fall to re-test the April lows.
We discuss his reasons why, as well as bonds, tariffs, recession risk, the Federal Reserves likely next moves, as well as his firm's recent trades in this week's Market Recap.
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