This week on Street Check, with Brad still on his European vacation, Chris welcomed on Cabot Explorer Chief Analyst Carl Delfeld to talk about his ‘Great Rebalancing’ thesis and why it - with a boost from tariff fears - is leading money out of overbought U.S. markets and into under-loved overseas markets. Chris also examines the new jobs report, a potential technical breakthrough for the U.S. market, and a developing “yellow” flag for stocks in the gold market. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.
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