Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Create Their Own Defensive Sectors
Lucas and Luna explore how bull markets reshape the concept of defensive investing, using the June 2026 surge in cybersecurity stocks like CrowdStrike and Cloudflare as case studies. With the S&P 500 at 7,416 and the Nasdaq at 25,675, traditional defensive sectors like utilities are being challenged by high-growth tech stocks that offer both momentum and resilience. The hosts discuss why investors are flocking to these new 'growth-defensives' amid a resilient economy and low volatility, and what it means for portfolio construction in the current cycle.
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The skinny
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