Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Growth Stocks Are Crashing While the Dow Holds Steady
The S&P 500 is down nearly 3% in the past five days, but look closer: the Dow has barely budged, while high-growth names like CrowdStrike, Datadog, and Palantir have cratered 14% to 16%. Lucas and Luna unpack the brutal rotation happening inside this bull market. They trace the divergence to the May jobs report — 272,000 new jobs, pushing rate-cut hopes further out — and explain why the market is suddenly repricing risk in high-duration, high-multiple stocks. They also look at what held up: industrials, financials, and old-economy names that thrive when rates stay higher for longer. Is this a…
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