Market price in perfection, warns Wardens CIO

The market can trade a record high, but Wardens Capital Advisors CIO is worried or is suffering.

Megan Hornman, who monitors $ 2 billion of assets under management, thinks that there is a lot of confusion around the US trade deadline on August 1.

“This market is worth the perfect situation,” she told CNBC “Rapid money“Monday.

In addition to the concerns of the rates, it lists uncertainty as a potential issues about the Federal Reserve Policy and Overbot terms from a technical point of view.

“Once we see (reducing rates) can be calculated from the table, which we are not sure what is going to happen from a tariff’s point of view, I think you can see some evaluation improvement,” said Hornman, which is the former senior investment strategy of Duash Bank.

Hornman is especially concerned that the technical level is showing high conditions in the growth reserves – with this Big Tech??

She said, “Things that we think we may feel uncomfortable to the rally you see here.”

Despite her short-term precautions, the Hornman considers himself a long-term bull and sees the Pulback as an opportunity. She list international shares in her highest plays on market weakness.

She said, “I just warn that they are cheaper (but) from an assessment point of view compared to the United States.” “They have been underlined for a long time and I think you are starting some of the rotation. I think it can continue.”

To navigate the uncertaintyHer main advice to investors right now: Make sure you are the right allocation.

The “Fast Money” Trader Cow Adam also has anxiety by explaining the number of retail investors in the recent market profit.

“Only in the case of evaluation, things have been a little kid here,” he said in the show on Monday.

The S p nd p 500 Closed at Record higher every day last week?? The index is 16% in the last three months, while the Tech-Hewi Nasdack The same period is at 21%. Nasdack is also here

– CNBC’s Natalie Jang Contributed to this article.

Disarray