Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why the Bull Market Is Loving Momentum Stocks Again
The S&P 500 sits near record highs, but underneath the surface, a rotation is underway: momentum stocks are back. In this episode, Lucas and Luna dig into the numbers that show why investors are piling back into high-beta growth names like ARK Innovation and Palantir, while value and defensive sectors lag. They break down the economic backdrop — GDP growth softening to 1.5 percent annualized, the Fed on hold — and ask whether this is a sustainable shift or just a summer fling. They also look at the standout moves like Shopify's 25 percent surge and CrowdStrike's quiet climb, and…
The skinny
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