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The market can trade around record highs, but Cio Coio Cio is experiencing problems.
Megan Horneman, who oversees $ 4.1 billion under the guidance, believes that the US trading period is on August 1.
“This market prices are in the perfect situation,” she said CNBC “Fast money“Monday.
In addition to tariff problems, it lists the uncertainty against the federal reserve policy and the technical point of view as potential problems.
“Once we see that (decreased rates) may be the price at the table, coinciding with the fact that we are not quite sure that the tariffs will happen, I think you can see a little evaluation correction,” said Hornman, who was a former senior investment strategist.
Horneman is particularly concerned that technical levels signal the troubled conditions in growth stocks – including Great technology.
“These are things that, in our opinion, can upset the action we see here,” she said.
Despite its short -term caution, Hornman considers himself a long -term bull and views a rollback as an opportunity. It lists international actions among its main games on market weakness.
“I warned that they are now expensive in terms of assessment (but) cheap compared to the US,” she said. “They were too long fortified and I think you see that some of this rotation is just starting. I think it may continue.”
To navigate the uncertaintyIts key advice to investors now: Make sure you highlight it accordingly.
Guy Adam’s “Fast Money” trader also sees problems, referring to the number of retail investors running the latest market income.
“Only in terms of assessment, everything worked out here,” he said on Monday.
A S&P 500 closed in Record highs every day last week. As of Friday’s closing, index is 16% in the last three months, while technological heavy Nasdaq Over the same period, it increased by 21%. Nasdaq is also in
– CNBC Natalie Zhang They contributed to this article.
