Musical Electric Chairs
from Tea and Crumpets Hosted by Will Brown and Adam Eagleston
Technology investors keep dancing as the NASDAQ enters a bull market. We compare the performance of the largest names in the index versus the rest and evaluate the reasons why the performance of the average stock has been so lackluster. We also delve into the seemingly irreconcilable difference between the outlook for earnings and interest rates, as well as the ongoing fallout higher rates have caused for the banking industry. We close with our opinion on the market's relative upside versus downside based on the positioning of both retail investors and institutional quant funds. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
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