Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Making Growth Stocks a Trap
The S&P 500 sits at 7,408, but many former high-flyers are getting crushed. Lucas and Luna dig into an uncomfortable pattern: Shopify down 8.5% in a week, CrowdStrike down 9.6%, Palantir down 8.1%. These aren't isolated incidents—they're part of a rotation out of growth into cyclicals and value. The hosts explain why the bull market is becoming a two-tiered affair, with momentum names getting punished despite a broad market that's barely dipped. They look at what's driving the divergence: rising oil prices, geopolitical uncertainty, and a shift in Fed expectations. The…
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