Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why the Earnings Growth Trade Is Failing Growth Stocks
The NASDAQ is down over 5% in the last five trading days while the Dow barely budged. Lucas and Luna dig into why high-growth names like Datadog, Palantir, and CrowdStrike are getting hit hardest despite strong earnings. They explore the disconnect between revenue growth and market reaction, the role of rising real yields, and what the IWF versus Dow divergence tells us about where institutional money is rotating. Specific data points include the NASDAQ's 5.1% weekly drop, the IWF growth ETF's 4.7% decline, and Datadog's 15.6% plunge. The hosts also touch on the Fed holding at…
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