There is a lack of growth in the economy caused by excessive indebtedness, says David Bahnsen. He talks about his stock picks which include Simon Property Group (SPG), Lamar Advertising (LAMR), and Moelis & Co. (MC). He discusses the components to picking stocks in a down market. He also notes that portfolios exposed to "shiny objects," or based on multiple expansion hope, should re-allocate. Tune in to find out more about the stock market today.
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