Semiconductor Shortages: This Pace Is Not Sustainable

The market may still move higher, however caution is required as this pace is not sustainable, says Chris Retzler. He talks about how holding cash in portfolios should be viewed as a strategic asset. Additionally, he notes that volatility continues as the markets digest earnings and future monetary policy risks. He then talks about small-cap stocks to keep on your radar and what investors should be watching will small-cap stocks. He then goes over the Needham Small Cap Growth Fund (NESGX) which hit a 52-week high of $21.24 on March 29th. He also notes that semiconductor shortages have had widespread negative implications for many end markets. Tune in to find out more about the stock market today.