Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
The Dow vs Nasdaq Divergence Signals a Market Rotation
The Nasdaq has dropped 3.5 percent over the past five days while the Dow is virtually flat. Lucas and Luna examine this sharp divergence and what it tells investors about a potential rotation from growth to value. They discuss how the S&P 500 is only down 1.3 percent, indicating the sell-off is concentrated in tech. With the VIX at 18.67 and the VVIX at 100.91, the market is not panicking but is discriminating. The rise in defensive sectors and the 30-year Treasury yield at 5.16 percent suggest investors are seeking safety. The episode explores whether this is a healthy correction or the…
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