State of Stocks 8/15/23
Scott Wapner and the Investment Committee discuss the road ahead as disappointing China data and a rise in yields dampens sentiment. The Chart of the Day is Nvidia. The panel debates how to play the banks after a Fitch warning. We review Berkshire\u2019s bet on three homebuilders. And our the Call of the Day is a downgrade of several oil refiners by Bank of America.\n\nInvestment Committee Disclosures