
Risk
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
The firm’s Mike Wilson urges the use of a ‘barbell strategy’ to cushion the blow from a downturn—or higher rates.
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.