the worry about the consumer has proven false, says solus' dan greenhaus
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it's become more difficult to predict the fed's next move, says solus' dan greenhaus
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monetary policy's ability to impact the economy takes 12-18 months, says solus' dan greenhaus
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the bounce has been considerably stronger than most would have estimated, says solus' dan greenhaus
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the market continues to not believe the fed, says solus' dan greenhaus
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the market can still rally without tech, says solus' dan greenhaus
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consumer cash is causing a hedge against inflation, says solus' dan greenhaus
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earnings season commentary is fine so far, says solus' dan greenhaus
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zscaler's stock doesn't have a value play, says solus' dan greenhaus
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market is starting to feel heavy: solus' dan greenhaus
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it's clear this environment is suggestive of higher equity prices, says solus' dan greenhaus
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sectors outside of housing will see weakness due to fed hikes, says solus' dan greenhaus
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the level of valuation in the 90s is nothing like today, says solus' dan greenhaus
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