Trouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the 3 Economies

On Episode 24 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Phil Quit? (0:11) Riley Galivants Across Asia (1:06) Whip Around the Markets (2:59) Equally-Weighted Sector Returns (3:53) S&P 500 Pre-Election Seasonal Cycle (4:38) Nasdaq-100 Near New Highs (5:09) S&P 500, More of the Same (5:31) AAPL + MSFT = Half of Tech (5:39) The Dollar Squeeze (6:13) The 10-Year Yield (8:33) VCs Are Momentum Investors (10:04) Caution Near-Term (13:27) Josh Brown and Michael Batnick’s Sentiment (15:59) Probes Fold (20:12) VCs Flock to the Middle East (23:03) The Three Economies (28:47) Consider the Source (33:49) Charts and Cheese (37:24) Links Silicon Valley VCs Tour Middle East WSJ, "AI Has Finally Become Transformative" Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee