Quad Group Strategist Borish Expects 'Bumpy' Ride for Equities

Peter Borish discusses the current state of the market, highlighting the impact of bear markets and the performance of key stocks like Tesla, Microsoft, Netflix, and Amazon. He notes the market's volatility and the unusual seasonal trends observed this year. The discussion also covers consumer behavior, particularly in relation to Visa and MasterCard, and the mixed data from companies like Lululemon. Borish emphasizes the economic slowdown and the mismatch in policy, suggesting that more money is lost by anticipating market changes rather than waiting for them to happen.

What concerns does the speaker express regarding the market's performance and policy mismatch?

What key levels does the speaker mention as indicators for market concern?