Ep. 60 - Market Breadth is Deteriorating
Major indices break higher day after day.
That said, plenty of outflows have been noted recently.
Under the surface, market breadth is deteriorating.
2025 has taught us that anything is possible with markets. We’ve gone from a market crash to market exuberance in record fashion.
Incredibly the S&P 500 Technology Sector has jumped 50% from the April 8th lows.
A.I. investment continues to accelerate.
Owning the best companies is paying off.
Earnings season has been spectacular for many equities. Just last night Meta Platforms (META) and Microsoft (MSFT) unleashed powerful beats and raises…
The skinny
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