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July 17th, 2026
Season 26
Episode 109
Published 2 months, 2 weeks ago
Description
OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top.
ROTATION - positive rotation still happening with cyclicals still leading defensives
MAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex?
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ROTATION - positive rotation still happening with cyclicals still leading defensives
MAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex?
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.