Mark Newton, CMT on China, election risks, & leadership themes for Q4 episode artwork

EPISODE · Jan 27, 2025 · 31 MIN

Mark Newton, CMT on China, election risks, & leadership themes for Q4

from Market Misbehavior with David Keller, CMT · host Dave Keller, CMT

Mark Newton, CMT of Fundstrat Global Advisors outlines a bullish view for equity markets, how investors should think about recent China strength, a potential cycle peak in mid-October for gold, leadership themes and recent strength in technology, how outcomes of the President election could affect the equity markets, the benefits of equal-weighted indexes and ETFs to minimize the mega cap effect, and how to balance macro themes with price trends and momentum.You can learn more about Mark and his work at Fundstrat Global Advisors over at https://fsinsight.com/.*   * *   * * *   * * * * *   * * * * * * * *   * * * * * * * * * * * * *Take my FREE course "The Five Modes of Mindful Investors" here: https://www.marketmisbehavior.com/fre...Follow me on Twitter:   / dkellercmt  Enjoy the video?  Feel free to buy me a coffee. https://www.marketmisbehavior.com/coffeeCheck out Seeking Alpha Premium, including access to all premium articles as well as their exclusive Quant Ratings, and enjoy a double-sized free trial using my link: https://marketmisbehavior.com/seeking...The best investors are voracious readers.  Audible allows you to consume books on the go!  Free 30-day free trial using my link: https://marketmisbehavior.com/audibleReady to take the next step on your journey to more mindful investing?  Check out our premium memberships.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉  Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉  Follow Dave on Instagram: https://www.instagram.com/marketmisbehaviorThe content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice. 

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Mark Newton, CMT of Fundstrat Global Advisors outlines a bullish view for equity markets, how investors should think about recent China strength, a potential cycle peak in mid-October for gold, leadership themes and recent strength in technology, how outcomes of the President election could affect the equity markets, the benefits of equal-weighted indexes and ETFs to minimize the mega cap effect, and how to balance macro themes with price trends and momentum. You can learn more about Mark an...

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Mark Newton, CMT on China, election risks, & leadership themes for Q4

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