The Faster Market Hypothesis
Here’s what I chewed on last week
It Can’t Really Get Worse
The average stock in the Nasdaq-100 is more than 40% below its high.
On this week’s show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter, and more.
Some themes dominating the 52-week low list
Investors haven’t been this bearish since The Great Financial Crisis
On today’s show, we spoke with Allen Bond from Jensen Investment Management about finding high-quality growth stocks and investing during a bear market.
Investors all across the risk spectrum are experiencing different degrees of pain
The question now is how quickly will inflation change consumer spending and how quickly will that cool off inflation.