Is the stock market more front loaded than expected and why is the tech sector outperforming others? Can the year of bullish traders continue? Paul Schatz says that you should not sell your positions at this time but the mega-cap tech stocks should not be bought either. Schatz is worried about a recession due to an inverted yield curve. Then, he provides his stock picks: Micron (MU), Rocket Companies (RKT), and Alico (ALCO).
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