2024 has seen the worst start to the year for stocks in 20 years. Is this just a natural pullback from overbought extremes, or is there something more worrisome afoot?

Portfolio manager Lance Roberts gives his answer in today's Weekly Market Recap. We also discuss the new payroll report that beat expectations, as well as the different story that appears when looking "under the hood" at the component data.

And as usual, Lance also shares his most firm's most recent trades.

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