Link: China is turning thanks to aggressive fiscal and consumer stimulus

also a CNBC contributor. Good morning, Stephanie. Thank you for the early wake up call.So can we feel comfortable in this market right now continuing to add to positions. >> Well, I have been adding to positions. We're fortunate to have earnings season right now.Right. So we're hearing real time what companies are seeing how they're reporting and the reporting. Really good numbers Dom almost a 10% growth.And where the guides are and the reactions have been very disappointing. But that I think is your opport ...