#1026 - Sell in May or Chop Away? with Mish Schneider | Netflix, Commodities, & Crypto
Real Vision: Finance & Investing
Navigating Market Trends and Sector Performance
The chapter explores interest rates, inflation, and stock market dynamics, highlighting the impact on various sectors and advising caution in the current risk-off environment. It discusses the importance of patience and careful evaluation of growth stocks, emphasizing the need to observe market signals like weekly charts. The conversation extends to sector performance, discussing challenges in biotech and transportation while noting the resilience of the semiconductor sector and cautioning against overvaluation concerns in growth stocks.
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