Is The Ongoing Meltup A Gift? Or A Danger? | Lance Roberts & Adam Taggart

Is The Ongoing Meltup A Gift? Or A Danger? | Lance Roberts & Adam Taggart

The S&P is at yet another record high in a week that saw the second-biggest 1-day gain in market cap in history after Nvidia (NVDA) delighted investors with blowout revenue& earnings growth. The bulls are stampeding hard now and FOMO-driven momentum chasers are back. Stocks remain solidly in short-term overbought territory. Valuation metrics of many companies like price-to-earnings & price-to-sales are being stretched, taffy-like, to extremes rarely seen. Are markets back to 'irrational exuberance'? Or is this just a great time for investors to make gains? Portfolio manager Lance Roberts shares how his firm is navigating the feeding frenzy, as well as what trades he's made over the past week.


SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #nvda #nvidia #bullmarket

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The Equity Markets Are Insane Right Now | Jan van Eck

The Equity Markets Are Insane Right Now | Jan van Eck

When market uncertainty is as high as it is now, I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury of merely having an opinion on the roa...

12 Heinä 1h 6min

Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts

Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts

The white-hot semiconductor sector has rocketed to 18% of the market capitalization of the S&P 500 index.And while this trade has propelled the S&P higher, it's starting to show signs that it may be s...

11 Heinä 1h 52min

"Crash Pricing" Setting In As Distressed Home Sellers Capitulate | Nick Gerli, Reventure

"Crash Pricing" Setting In As Distressed Home Sellers Capitulate | Nick Gerli, Reventure

After years of refusing to lower prices, more and more home sellers are starting to throw in the towel, says housing analyst Nick Gerli of Reventure Consulting.And as more distressed inventory hits th...

8 Heinä 57min

SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson

SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHedge fund manager & activist investor Eric Jackson ...

7 Heinä 1h 22min

Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon

Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon

After bottoming early this year, the US dollar has been on a tear.That has created a lot of pain for many countries around the world, as many imports priced in dollars have risen in response to the Ir...

5 Heinä 1h 46min

Earnings Expectations Courting Disaster? | Lance Roberts

Earnings Expectations Courting Disaster? | Lance Roberts

Happy 250th birthday, America!On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates.They've been rising so far, so fast, that there'...

4 Heinä 1h 42min

Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale

Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale

Darius Dale notes that the risk of a 1998-style correction in the next quarter or two is "high".If you remember, that's when the Russian debt default plunged the S&P by -15% between July and October, ...

2 Heinä 1h 27min

Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy

Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy

Stephanie Pomboy of MacroMavens returned for her latest monthly update.She sees mounting stresses in consumer households, private credit and oil markets.So, exactly WHEN does she think these will actu...

1 Heinä 1h 11min

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