Nesbitt: Economy Remains Strong, Bull Case for UNH, LEVI & VLO

Now, let's take a look at the bigger picture. Don Nesbet, senior portfolio manager, FM Investments is with me now. Look, we've already had some back and forth action now.People are watching the VIX very closely. We hit records yesterday. We hit records today.In fact, yesterday was the 30th record close for the S&P. What do you say is the catalyst and does it continue. Can it continue.Well, sure. The prospects for lower rates help stocks. Um, also, we just had a great uh second quarter earnings season.Uh, I ...