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Trading the TLT + Crude, Dollar & Gold Chart Check | MRKT Call
Dec 28, 2023
Dan Nathan, Guy Adami, and Carter Worth analyze macro charts for 2023 and 2024, focusing on TLT and trading options. They discuss the relationship between the S&P 500 and 10-year treasury yield, speculate on potential market corrections, and talk about the movements of the dollar, gold, and oil. They express frustration with gold's current level and believe oil will be a top performing asset in 2024. They also discuss their beliefs in gold, Q4 earnings, and their plans for tactical positioning in 2024.
36:02
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Quick takeaways
- Semiconductor stocks have potential for further upside but the current rally may be mature and trimming positions is advisable.
- The S&P 500 may experience a potential pullback or correction soon, indicated by filled gaps on the upside and significant unfilled gaps on the downside.
Deep dives
Semis are still below their peak from the dot-com era
Carter Worth explains that while semiconductor stocks have experienced strong rallies recently, they are still below their peak levels from the dot-com era. He believes that semis have the potential for further upside but also warns that the current rally is mature and it might be time to trim existing positions or reduce risk.
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