Ken Winans on The Stealth Bull Market Nobody’s Talking About!
Markets are sending mixed signals—and this week, we break it all down.From rising inflation and volatile oil prices tied to global conflict, to a surprising stealth bull market led by old-school stocks, commodities, and utilities, this episode connects the dots most investors are missing. While headlines focus on AI hype, the reality is a $65B price tag and a long road to full adoption.We also dive into:Why earnings season could drag longer than everThe real story behind job participation hitting historic lowsHow war is impacting supply chains, construction, and travel costsWhy commodities…
The skinny
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