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Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength

How Bull Markets Are Creating a Luxury-Recession Blind Spot

Episode 116 of Bull Market Conversations with Fexingo. Lucas and Luna unpack a puzzling divergence: while the S&P 500 sits at 7,546 and the Dow at 52,551, the Russell 2000 has slipped nearly 1% in the past week, and ARKK is down nearly 3%. Warren Buffett recently remarked that 'it's tough to find values when everybody is preferring gambling.' The hosts drill into the quiet rotation out of unprofitable tech and into luxury goods — specifically, how Hermès and LVMH are defying a broader consumer slowdown, why mid-tier retailers are getting crushed, and what the 'lipstick…

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