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Strong earnings and resilient consumer will keep equity rally going, says Turtle Creek's David Spika
CNBC Televisionยท2025-09-09 19:16

David Spa is chief market strategist over at Turtle Creek Wealth Advisors. Uh David, we've been talking about this idea of a possible pullback for months, if not quarters at this point. The path of least resistance has been to the upside.What keeps it going. Well, a couple of things, Tom. You've got strong earnings growth and earnings revisions going higher.a still resilient consumer and you got the Fed getting ready to cut rates maybe as much as 100 to 125 basis points over the next 6 to 12 months. Those a ...