CNBC's "Fast Money" Stocks Wrap Up A Historic Year… And Overseas Opportunities in 2025 12/31/24
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Dec 31, 2024 The S&P 500 had its best two-year performance since 1998, largely driven by tech stocks. Experts discuss the potential of global markets for investment in 2025, including Argentina's economic revival. There's a focus on retail sector bifurcation, with giants like Costco adapting to new challenges. The podcast also tackles trading regrets from 2024, emphasizing lessons learned and setting resolutions for future investments. Hedge funds eye natural gas amidst cold weather predictions, raising questions about market dynamics.
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Historic Market Performance
- The S&P 500 saw its best two-year gain since 1998, rising 23% in 2024 after a strong 2023.
- Mega-cap tech stocks, the "Magnificent Seven," drove 95% of these gains.
Passive Investing and Market Breadth
- Despite record market highs, market broadening has not occurred as expected.
- ETFs saw record inflows, indicating the dominance of passive investing.
Investing in Mega-Cap Tech
- Wait for a market pullback before investing in mega-cap tech stocks.
- The odds favor a drawdown in the next year due to potential interest rate increases.