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The broad market has not participated in this rally

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Manage episode 436472228 series 3473653
Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
This is an excerpt from a recent webinar, What's Next For The Magnificent 7?
Read episode transcripts
Show Notes:
Quant Ratings & Factor Grades FAQ
Alpha Picks
6 Beaten Down Stocks Rated Buy
4 Best Defensive Stocks For A Potential Soft Landing
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
  continue reading

197 episoder

Artwork
iconDel
 
Manage episode 436472228 series 3473653
Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
This is an excerpt from a recent webinar, What's Next For The Magnificent 7?
Read episode transcripts
Show Notes:
Quant Ratings & Factor Grades FAQ
Alpha Picks
6 Beaten Down Stocks Rated Buy
4 Best Defensive Stocks For A Potential Soft Landing
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
  continue reading

197 episoder

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