Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Big Tech Rallies on Quiet Capital Returns
In this episode, Lucas and Luna explore why the S&P 500 is hitting new highs despite slowing real GDP growth of just one point five percent. The secret lies in massive share repurchase programs from tech giants like Microsoft and Apple. With the Fed Funds rate holding steady at three point six three percent, companies are using cheap debt to buy back their own stock, artificially boosting earnings per share and driving momentum. We look at how this liquidity-driven rally differs from growth-driven rallies, what it means for small caps that can't afford to borrow, and whether investors…
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