S2 E6: US Stocks - Exit Stage Left?

30/04/2024 22 min Temporada 2 Episodio 6
S2 E6:  US Stocks - Exit Stage Left?

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Episode Synopsis

Send us a textThe 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 showhttps://twitter.com/money_podcastMoney, Markets & New Age Investing Podcast@money_podcasthttps://instagram.com/age_of_polarization_investingMoney, Markets & New Age Investing Podcasthttps://www.facebook.com/profile.php?id=100094931703462Money, Markets & New Age Investing Podcasthttps://www.youtube.com/@GregoryWeldonhttps://www.youtube.com/@MoneyMarketsNewAgeInvestingPodOur YouTube Channels