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Ep 154: Pedro Palandrani: New Trends In Thematic Investing

Investing With IBD

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Pave's Relative Strength Line Is Moving Higher

Pave is down, I mean, less than 10% at this point and the markets are down a lot more. So Pave is held up relatively well. But again, how do you kind of look at this when you get that initial hype that kind of drives the prices higher on the news and then you've got decades long in which this is going to be playing out? How doYou kind of reconcile that? Yeah, it's interesting because for all of these policy driven themes, not only infrastructure, but also you have themes like cannabis, for example,. You get that hype cycle where the policy is coming, we know that a lot of capital is going to go into the space

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