David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
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Description
David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, https://seekingalpha.com/article/4653772-nvidia-taking-overvaluation-to-an-artificially-high-level?source=ie_podcast:david_trainer_likes_energy_jpmorgan...
show moreShow Notes:
Uber A Zombie Stock; Ford, GM Have Scalability And Expertise
Tesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued Stocks
It's All About Liquidity
Episode transcripts
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Author | Seeking Alpha |
Organization | Seeking Alpha |
Website | seekingalpha.com |
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