Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Growth Stocks Are Getting Crushed in a Bull Market
The bull market is alive and well, but high-growth tech stocks are getting hammered. The Nasdaq is down 3.7% in five days, while the Dow only slipped 0.7%. Lucas and Luna unpack the rotation: why investors are dumping high-beta names like CrowdStrike, down 15%, and Shopify, down 5%, in favor of value and dividends. They explore the role of sticky inflation at 3.63% Fed funds, the pause in rate cuts, and how the 'earnings growth trade' is failing as companies like Datadog and Palantir sell off despite solid reports. The hosts also discuss what this means for your portfolio and how to…
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