Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Bull Markets Ignore Inflation Squeeze
With real GDP growth slowing to one point five percent and inflation outpacing wage gains, the bull market faces a classic stagflation scare. Yet the S&P 500 remains near record highs while small caps bleed. Lucas and Luna dissect why large-cap tech giants like Apple and Microsoft continue to rally despite the macroeconomic headwinds, focusing on their massive balance sheets and capital return programs that insulate them from consumer squeeze. We explore how institutional liquidity flows into quality assets during uncertainty, creating a divergence between corporate profitability and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.