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Boockvar: The market rewards earnings momentum and that creates stock momentum
Youtube·2025-09-17 20:00

All right, so we're talking about these dead money stocks. In all fairness, we're looking at the the performance year-to- date. If you look at some of them over a longer horizon, you do see some gains.KKR is a great example. But when we're looking at dead money stocks, at least from the year-to- date perspective, how do you view them in a portfolio. >> Well, the market rewards earnings momentum that then creates stock momentum.And I think all the names that you listed after a good run that they've had, they ...