Liquidity, Carry Trades, and Market Leadership

Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45).

Show Notes:
Inflation Expectations, Tech Valuations, Healthcare Opportunities
White House makes a robotics push
Private firms unexpectedly shed 32K jobs in November: ADP report

Episode transcripts

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions