Home Artists Posts Import Register
Gumroad has gone full retard. While we watch it sink, check out the archive password sharing.

Content

The stock market has been on a recovery since October 2022, but the rally has been led by a small group of large-cap stocks.


This is unusual, as typically a bull market is characterized by broad-based participation from all sectors of the market.

One possible explanation for the narrow rally is that fund managers were underweight these large-cap stocks at the end of 2022.

As a result, they have been buying these stocks back in 2023, which has helped to drive the market higher.

As I say - during these times money chases Growth and companies that generate cashflow.  They are few and far between these days. 

Thanks Sanjay for sharing.... 

Comments

Anonymous

Are you planning to cover your clean spark short? (The call you sold)

Anonymous

Road to monopoly control

Anonymous

Thank you too James! Always watching and learning 👍

Anonymous

Cheers James & Sanjay of course! 🍻

Anonymous

People have been saying this trend will stop for the last 10-15 years. I've never seen any proof that it won't continue which is interesting.

Anonymous

How we should interpret this post? Market will keep on rising or small correction likely?

Anonymous

Thanks to you James, we all know the best ones to have

Anonymous

Perhaps small caps will have there day. Sure been beaten down. Higher interest rates shut down the growth prospect. Many Zombies still out there

Anonymous

So true, the top stocks you’ve shared are truly a leg of the stool. When I see farm land selling to out of County and out of State buyers, it’s not because they’re farmers. Land, Bitcoin, and High Growth stocks are the safest and best stores of value.

Anonymous

Feels like this is very vulnerable since so little is putting up the market. More like a bear rally/trap than a bull market?

Anonymous

We've been under monopolies for a long time now. Google has 92% worldwide market share, and its been that way for 10 years. Espionage monoplies, tracking devices attached to every human, not joking and not an extremist view, it is just sad facts.

Anonymous

Can’t help but feel this is a big balloon. Pets.com anyone?

Anonymous

Short term potential continued AI rally. Medium term correction. Long term (QE) rally