This week, Chris and Brad discuss the strong consumer sentiment shielding the economy from a recession, the “revenge travel” summer boosting airlines and travel stocks, and the recent coup in Russia that wasn’t. Then, they each offer 3 “sure to be wrong” predictions for the second half of the year about small caps and the broader market, biotech, artificial intelligence, crypto and the economy. Email Street Check at streetcheck@cabotwealth.com with questions, feedback, or commentary, we may just share it on the podcast.
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