On Episode 24 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more. Like and Subscribe if you enjoy the show.

Chapters

Welcome (0:00)

Phil Quit? (0:11)

Riley Galivants Across Asia (1:06)

Whip Around the Markets (2:59)

Equally-Weighted Sector Returns (3:53)

S&P 500 Pre-Election Seasonal Cycle (4:38)

Nasdaq-100 Near New Highs (5:09)

S&P 500, More of the Same (5:31)

AAPL + MSFT = Half of Tech (5:39)

The Dollar Squeeze (6:13)

The 10-Year Yield (8:33)

VCs Are Momentum Investors (10:04)

Caution Near-Term (13:27)

Josh Brown and Michael Batnick’s Sentiment (15:59)

Probes Fold (20:12)

VCs Flock to the Middle East (23:03)

The Three Economies (28:47)

Consider the Source (33:49)

Charts and Cheese (37:24)

Links

Silicon Valley VCs Tour Middle East

WSJ, "AI Has Finally Become Transformative"

Howard’s Blog

JC’s Blog

Pearl’s Prime Cuts

Riley’s Blog

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Howard Lindzon

JC Parets

Phil Pearlman

Riley Rosebee