MRKT Call: How Long Will The Big Tech Rally Last?
RiskReversal Pod
00:00
OIH: A Soft Landing Camp
The market certainly trades as if we're in this soft landing camp I'm hard pressed to understand how it can happen. If all those inputs that you just mentioned continue on their merry way inflation is going to remain here if not starting to tire which again makes the Fed's job more difficult and will mean more fed. When was the last time you saw these mega caps moving anywhere from two to five percent consistently every day? We'll look at some of those mega caps but let's look at the S&P 500 here.
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