Big Tech vs Mid-Caps? Josh Wein Goes Rapid-Fire on Stocks

Seasonal weakness, over or more pain ahead? >> Over. >> Portfolio allocation, fully invested or keep some dry powder? >> Oh, always fully invested. >> Stock picking or index funds? >> Stock picking. >> Tech into year-end, leads or lags? >> Leads. >> Megacap tech, overpriced or still worth it? >> Overpriced. >> Megacaps or midcaps, if you can only pick one. >> Midcaps. >> Oil near 100, real risk or just noise? >> Real risk. >> What comes first, oil back below 80 or above 100? >> Above 100. >> Higher interest rates, big threat to stocks or already priced in? >> Already priced in. >> Bond yields at 5%, buying opportunity or threat to equities? >> I'd say buying opportunity. >> Next Fed move, hike or hold? >> I'd say hold. It's a good question. Yeah. >> Economy from here, accelerating or slowing? >> I'm going to say slowing. >> One sector you wouldn't touch here. >> Uh you technology. >> One stock you'd put fresh money into today. >> I'd say Centauri Holdings. >> One tech stock you would buy today. >> Uh Diebold. >> Finish this sentence. I'd start raising cash if >> If the Fed raised by 50 basis points at the next meeting. >> And finally, finish this sentence. The one thing that would change my market outlook is >> Uh and then a a meaningful expansion in in kinetic warfare over sea in the Middle East.