Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
00:00
The Problem With the Buy Point in the Cyclicals
There is no buy point if the momentum actually does start to turn. The NASDAQ, it's gone parabolic. You look at big tech, kind of led the way this year and then the semiconductors really caught on. That move has been just outsized. So that's not a comfortable place to chase the technology trade right now. But if we do pull back 5%, maybe on some of the names 10 or 20%, I think those pullbacks become viable.
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