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Innhold levert av David Nelson, CFA, David Nelson, and CFA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av David Nelson, CFA, David Nelson, and CFA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Is the Bull Market Real? - $Trillions on the sidelines want to know

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Manage episode 365293103 series 3415392
Innhold levert av David Nelson, CFA, David Nelson, and CFA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av David Nelson, CFA, David Nelson, and CFA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

44 episoder

Artwork
iconDel
 
Manage episode 365293103 series 3415392
Innhold levert av David Nelson, CFA, David Nelson, and CFA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av David Nelson, CFA, David Nelson, and CFA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

44 episoder

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