The biggest risk to the market is the Fed, hands down, says Matt Tuttle, CEO, Chief Investment Officer, Tuttle Capital Management. Matt thinks we are heading toward stagflation. He thinks longer-term we are in a bear market, not a new bull market. He says consumer related areas in trouble. Longer term, they like energy and commodity stocks, once they come down a bit. He says the beaten down growth stocks may have a bounce, but he says you need to be nimble. Cash is his favorite asset class.
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