This morning, I’ll be guest hosting Morning Call on CNBC, from 11:00am to 12 noon.
On today’s agenda:
– Yesterday’s FED cuts; todays Liquidity injection
– Citigroup’s new CEO/Chairman
– Holiday shopping season
-Inflation, Consumer Prices, Home Sector
Previously on this segment, (10/22), I warned against exposure in the Financial sector — and that turned out to be a terrific call. Are the Financials cheap yet?