See strong signs for cyclicals in the second half, says BofA's Savita Subramanian

Savita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, what to make of earnings season so far, impact of AI, where investors can find opportunities, and more.

[@braidenchesnutt]

Well, I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered and I don't know where to go here out of devastation.

[@marilynchamber-i3t]

The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

[@wilhelmina-o1c]

@@marilynchamber-i3t I totally agree. A financial advisor can provide valuable insights and help ensure that our investment portfolios are aligned with our long-term financial goals. They have the expertise to navigate through market fluctuations and make informed decisions.

[@braidenchesnutt]

@@wilhelmina-o1c I’ve been down a ton, I’m only holding on so I can recoup, I need help, who is this investment adviser that guides you?

[@wilhelmina-o1c]

@@braidenchesnutt Her name is “Victoria Carmen Santaella” can't divulge much. Most likely, the internet should have her basic info, you can research if you like.

[@braidenchesnutt]

@@wilhelmina-o1c Thank you for this amazing tip. I just looked the name up and wrote her explaining my financial market goals.

[@streetsmarts404]

Savita looks hot today

[@user-ys9sw2gy5g]

None of these people no what their taking about

[@otherZinc]

FACTS! They're Sssstupid sometimes!

[@jacqueslucas8616]

Neutral over all but still boooolish on big parts of the mkt😂😂😂wtf does that mean??? Run

[@LamarPassmore]

Cyclical consumption