In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.
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In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.
Cirrus Market Outlook: When Investors Chase the “Pick and Shovels” of the AI Trade.
Market Elevation - A Cirrus Research Podcast
28 minutes
2 years ago
Cirrus Market Outlook: When Investors Chase the “Pick and Shovels” of the AI Trade.
The current run-up in the market appears to be an echo of the Y2K/Internet melt-up. In both periods, we experience a dramatic surge in Technology spending, effectively pulling technology consumption several years in advance, and allowing markets to chase the sector with reckless abandon. In both instances, a sharp break occurs followed by a major dead-cat bounce. Without a recessionary break to drive interest rates lower, or risk-taking measures overheating, a trending market that chases Mega...
Market Elevation - A Cirrus Research Podcast
In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.
