State of Stocks 8/15/23

Scott Wapner and the Investment Committee discuss the road ahead
as disappointing China data and a rise in yields dampens
sentiment. The Chart of the Day is Nvidia. The panel debates how
to play the banks after a Fitch warning. We review Berkshire’s
bet on three homebuilders. And our the Call of the Day is a
downgrade of several oil refiners by Bank of America.


Investment Committee Disclosures