• S2 E6: US Stocks - Exit Stage Left?

  • 2024/04/30
  • 再生時間: 23 分
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S2 E6: US Stocks - Exit Stage Left?

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    The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% .

    The last six-months of this massive bull move in US stocks has been driven by three themes:

    · Expectations of Fed rate cuts in 2024

    · AI and chip stocks

    · The perception that the Consumer is "strong"


    Two of these themes have IMPLODED, and the other has run its near-term course, leaving the US stock market VERY VULNERABLE to profit-taking and an economic-reality-check sell-off. Get the inside scoop and prepare to take some "protective" and "defensive" moves.

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    Money, Markets & New Age Investing Podcast
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The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% .

The last six-months of this massive bull move in US stocks has been driven by three themes:

· Expectations of Fed rate cuts in 2024

· AI and chip stocks

· The perception that the Consumer is "strong"


Two of these themes have IMPLODED, and the other has run its near-term course, leaving the US stock market VERY VULNERABLE to profit-taking and an economic-reality-check sell-off. Get the inside scoop and prepare to take some "protective" and "defensive" moves.

Support the show

https://twitter.com/money_podcast
Money, Markets & New Age Investing Podcast
@money_podcast

https://instagram.com/age_of_polarization_investing
Money, Markets & New Age Investing Podcast

https://www.facebook.com/profile.php?id=100094931703462
Money, Markets & New Age Investing Podcast

https://www.youtube.com/@GregoryWeldon
https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod
Our YouTube Channels

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