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2026-07-04
“The high risk is the valuations are high. It has not mattered because earnings have been off the charts and the Fed has not been antagonistic” - H2: earnings exceed “nowhere near” H1's beat
…My next guest, Wall Street Legend, knows how to sell through choppy waters , which could be the case in the second half of the year. I want to bring in now Bob Dahl, Cross mark Global, their CEO and CIO. Bob, so I saw your note, you're calling this a high risk bull market. What makes it high risk? The high risk is the valuations are high. It has not mattered because earnings have been off the charts and the Fed has not been antagonistic. Second half of the year, my guest's earnings might exceed but nowhere near the amount they exceeded in the first half and the Fed may become a little antagonistic. That I think needs to be factored in. It's going to be harder in the second half than the first half. Oh, man. Okay. With that being said, are there adjustments that should be made to portfolios now? What are some of the things that people should have top of mind in terms of things just don't go as smoothly in the second half? You just have to make sure you've got companies with reasonable valuations,…From: this video · 1 claim mined from it