One of Wall Street’s most important bulls isn’t really jumping on the expansion inventory bandwagon.
Despite the tech-large Nasdaq’s run to report highs, Credit Suisse’s Jonathan Golub prefers price trades ideal now.
“The second quarter of this year will be the fastest GDP quarter that we had given that 1952. So essentially since the Marshall System and the rebuilding of Europe just after World War II,” the firm’s main U.S. fairness strategist and head of quantitative study told CNBC’s “Investing Country” on Wednesday. “The economy is on fireplace.”
But progress, which contains technology, has been catching a bid with the