Chief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor
Portfolio Manager to +$8B in AUM
Yes, breadth has been weakening (but not cracking), and we've always said that some early September weakness was likely.
To see little stress in HY credit and defensive areas like staples, REITs, and utilities lagging, we remain optimistic about the second half of September.