Stocks disappointed in June, but understandable given the "V-shaped" rise since April.
- July, risk/reward more attractive
- 2Q EPS season soon to start and P/E is lower today than Jan 1
- AI and US revitalization still very much intact
Great speaking with
@JoeSquawk and squawk team this am.
@FundstratDirect @FundstratCap
@BitMNR
$BMNR
$BMNP