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On Episode 43 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Sentiment Volatility, Bull Market Feasts, Santa Comes to Stocks, Curating Alpha, Financial Mutts and the Small-Cap Squeeze.
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Chapters
Welcome (0:00)
Sentiment Volatility (1:06)
Bull Market Feasts (2:04)
Intro (3:04)
Santa Comes to Stocks (3:31)
Can China Catch Up? (5:08)
The World’s Most Important Stock Market Index (5:49)
Don’t Be A Dummy (7:13)
Small-Cap Squeeze (8:26)
TopBuild Breaks Out (13:33)
Infrastructure is In Play (15:38)
The Year of the Dragon (17:33)
Chewy Scoop and Score (19:08)
KeyCorp Continues (19:57)
Wells 52-Week Highs (20:19)
Regional Banks, $OZK + $AX (21:57)
What’s Working (26:48)
Curating Alpha (29:12)
Financial Mutts (31:29)
Don’t Flock to Financial Gurus (34:22)
Bonds and Stocks Move Together (36:31)
Extreme Outperformance (38:44)
Catching Up on Fashology (43:05)
It’s a Bull Market, You Know (44:22)
Featured Links
Howard’s Blog — https://www.howardlindzon.com/
JC’s Blog — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Riley’s Blog — https://popularprice.beehiiv.com/
Follow Us on Twitter
Howard Lindzon — https://twitter.com/howardlindzon
JC Parets — https://twitter.com/allstarcharts
Phil Pearlman — https://twitter.com/ppearlman
Riley Rosebee — https://twitter.com/be_rosebee