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Is the Bull Market Real? - $Trillions on the sidelines want to know
Manage episode 365293103 series 3415392
Sisällön tarjoaa David Nelson, CFA, David Nelson, and CFA. David Nelson, CFA, David Nelson, and CFA tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
With $Trillions on the sidelines the recent market surge begs the question is the bull market for real? Two rules to follow in judging if you're thinking about rotating into small caps and deep cyclical stocks.
00:00 Debt Ceiling Crisis Resolved
00:37 Friday's Surge
00:49 Sector Leadership
01:19 Statistical Gap
01:47 What will force a rotation
02:13 Rule #1
03:27 Rule #2
03:45 6 False Rallies
03:56 4200
04:15 What could end the rally?
05:03 Elon Musk says "That's insane"
05:25 China Risk
06:24 Apple is starting to move supply chains
06:37 China's economic challenges
07:16 It may be worse than we think
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