Opportunity Abounds In Energy & Financials

Anticipate volatility returning in August-October, notes Robert Schein. He talks about how investors are clearly underestimating the potential issues that may arise from a structurally higher cost of capital environment. He goes over how although weaker on a year-to-date basis, we continue to believe opportunities abound in energy and financials. He discusses what investors should be focused on in the current environment, as well as sectors to consider for your portfolio. He mentions that small caps are going to weather the storm better than large caps if we have a recession. Finally, he looks at how domestic stocks compare to overseas markets. Tune in to find out more about the stock market today.