Markets rallied for a ninth straight day, but supply chain strains and weak consumer sentiment suggest the economic backdrop is more fragile than it appears. With inventory buffers thin and trade disruptions deepening, investors should stay alert—especially as valuations remain stretched and risks tilt to the downside.

Dave Harden joined Liz Claman on The Claman Countdown. They discussed Berkshire Hathaway ahead of their annual meeting, and Dave shared why he thinks Microsoft is a good opportunity for those looking to invest in the tech space.

Markets surged this week, but a closer look reveals deeper concerns. From lagging employment signals to softening economic data and rising global tensions, we explore the hidden risks investors need to watch now.