Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 27: Mark Deriet, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

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Energy Sector Breadth

Mark O'Mara: In terms of paper over rocks, the fact that tech discretionary industrials are in the top right side of this quadrant suggests strong long term and intermediate term or short term momentum. Now we are seeing technology is moving up the list. So maybe this leads back to the rate call. And what is your, you see a lot of folks saying that without the financial sector, in particular without the banks participating, you kind of like on a wing and a prayer for if you're expecting a bull market without financial. I mean, even from 09 to 2020, at least the banks were going up. They weren't outperforming, but at least they were going

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