July 17th, 2026
from The Care for My Wealth Show Hosted by Capstone Wealth Management
OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top. ROTATION - positive rotation still happening with cyclicals still leading defensives MAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex? Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.
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