'Definitely a bubble brewing' in stocks: Pro – CNBC.com
“Where I’d avoid is the consumer-related names. Stay away from the retail-type of names. I think consumer confidence is going to be hit hard,” he said. “But I think some of these commodity names take a bid. The dollar continues to get weaker. Emerging market data gets better, so a Rio Tinto, that type of names—those are where […]