2 sectors to BUY NOW with stocks at records! | Frank Cappelleri

Frank Cappelleri is a veteran market technician and the founder of CappThesis. He joins Phil Rosen on Full Signal to discuss the S&P 500 path to 7,400, the rotation back into technology and financials, the bullish setup in software after the worst month since 2008, why oil and the 10-year yield are moving in lockstep, and how bitcoin and ethereum are now trading in sync with the software trade.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:20 - S&P 500 7,4003:21 - Liberation Day similarities3:51 - Technology ready to lead4:52 - XLK vs XLE ratio chart7:10 - Price action vs headlines8:39 - 10-year yield and oil10:51 - Software's bullish setup13:57 - Charts vs fundamentals15:23 - Most bullish sectors16:44 - Outlook for rest of 202617:28 - Sectors to avoid19:45 - What clients fear most21:42 - Software trade setup22:54 - Bitcoin and ethereumDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed