Kramer Capital Research CIO on Markets

The video discusses the changing correlation between tech stocks and treasury yields, highlighting Amazon's challenges. It explores market rotation, stock valuations, and potential investment opportunities in companies like Citigroup, 3M, and Ingredion. The discussion also covers earnings expectations, inflationary pressures, and supply chain issues, emphasizing the impact of corporate taxes and the pandemic on the market.

How are inflationary pressures expected to impact earnings in the upcoming earnings season?

What challenges are companies facing in getting their items on the shelf before Christmas?