Looking at the recent performance of the market and several stocks in our portfolio, one thing is clear: This is a market that wants to go higher.
We would much rather see stocks up on strong earnings instead of rising on lower rates that are only lower because the operating environment is deteriorating.
But it's important to understand, at a high level, what kind of market we are still in — a bull market seeking new heights.
We are fielding a lot of questions about how one should approach a market near all-time highs.
Now, that doesn't mean stocks are on a one-way march higher and a pullback is impossible.
Persons:
Jerome Powell, we've, We're, We'll, it's, –, Morgan Stanley, Coterra, Jim Cramer's, Jim Cramer, Jim, Erik McGregor
Organizations:
Federal Reserve, Fed, Linde, DuPont, Coterra Energy, Jim Cramer's Charitable, CNBC, Financial, LightRocket, Getty
Locations:
—, U.S, Russia, Ukraine, China, Taiwan, New