Arup Datta is positive on U.S. markets but is concerned about inflation. He thinks the Fed should continue to cut rates. His picks include Nvidia (NVDA), which he thinks will continue to grow, and United National Food (UNFI), which is up 30% on its earnings report. He also likes Comerica (CMA) and Norwegian Cruise Line (NCLH).
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10 Dec 2024
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