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5min chapter
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
Macro Voices
Analyzing Market Breadth and Mega-Cap Stock Impact on the Market
The chapter discusses the decline in market breadth and the dominance of mega-cap stocks like Nvidia, Microsoft, and Apple in driving market gains. It highlights Nvidia's exponential growth and predicts its impact on the S&P 500, drawing on Bob Farrell's investing rules to discuss potential market corrections influenced by fear and greed.
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