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Need to Know: Love Netflix? Then this stock is a no-brainer, says wealth manager Ross Gerber

Have we truly grown weary of talking about a trade deal?

Because frankly, there isn’t a whole lot for investors to obsess about right now, as the Fed stays in its corner and earnings season grinds to a halt. Growth worries? China just cut its forecasts and announced a plan (see below). Outside of that, there’s always the discussion of too-fast-too-far stock market gains.

Enter Lori Calvasina, head of U.S. equity strategy at RBC Capital, who told Bloomberg Radio that everyone fretting over these juicy gains seen since the start of the year can just relax because valuations aren’t crazy and sentiment doesn’t look stretched

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