Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How the S&P 500 Could Hit 8000 and What Stock Pickers Should Watch
As the S&P 500 surges past 7,700 and traders on Kalshi bet on a run to 8,000 by year-end, Lucas and Luna explore what a melt-up means for stock pickers. They drill into the market's recent rotation, from the 8.9% five-day pop in NVIDIA to the 3.9% drop in Chevron, and discuss whether chasing momentum or sticking with fundamentals is the smarter play. With the Fed's hawkish tilt and a potential hike on the table, they dissect how rate expectations are shaping valuations and why a concentrated portfolio needs a clear thesis. If you're wondering how to position for a potential…
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