Momentum Loses its MoJo, and the Risk Trade Gets Wrecked

February was a short and brutal month across the capital markets as the momentum trade into Big Tech and A.I. stocks reversed, leaving a pile-up of major losses across investors' favorite stocks. The White House dropped a new executive order to build a 'Strategic Crypto Reserve', breathing some bullishness back into the beleaguered crypto patch, and Wall Street has dusted off an old, but risky strategy called 'Portable Alpha', to find the next moonshot stocks. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11687706 https://www.investopedia.com/terms/p/portablealpha.asp https://www.investopedia.com/trump-says-canada-mexico-tariffs-will-take-effect-next-week-china-rate-to-double-11687476 https://www.economy.com/economicview/analysis Learn more about your ad choices. Visit podcastchoices.com/adchoices