If the Fed is on your side, small caps and financials should work: Ritholtz's Josh Brown

David Ter was on Squawkbox this morning and laid it out pretty clearly. Take a listen. >> Don't love the multibles, but how do I not earning own it with an easy, you know, I'm not ever fighting this Fed, especially when the markets tell me have I don't know what it is today, but one and 3/4 more cuts, you know, before the end of the year.So, that's that's a tough thing not to own. Josh, that pretty much says it all. I'm not ever fighting this Fed.As he has really maintained from the depths of the financial ...