Odds Of New Highs For Stocks Increasing | Lance Roberts
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While stocks have been stuck in a trading range for months, it has given their Daily Moving Averages time to catch up and for oversold levels to burn off.
Technically, this should provide current prices with stronger support to move higher from -- especially if capital starts rotating back into the battered software and AI sectors.
Portfolio manager Lance Roberts and I discuss the odds for this, as well as the new Supreme Court decision against tariffs, the latest GDP growth and PCE inflation data, mounting signs of concern in private credit, as well as Lance's firm's latest trades.
For everything that mattered to markets this week, watch this video.
Get Lance's 10 Immutable Laws Of Building Wealth at https://realinvestmentadvice.com/reso...
#tariffs #bullmarket #privatecredit
0:00 - Aliens and UFO Discussion
1:49 - Supreme Court Strikes Down Tariffs
2:45 - Analysis of Tariff Ruling Impact
3:43 - GDP and PCE Data Release
4:15 - Market Reaction to Data
5:32 - Trade Uncertainty and Oil Prices
6:24 - Tariffs as Negotiating Tool
9:15 - Tariffs for Geopolitical Deterrent
12:32 - Potential Tariff Refunds
13:37 - Filibuster and Legislation
15:34 - History of Filibuster
18:53 - Executive Orders vs Legislation
22:00 - Conference Takeaways
22:19 - Q4 GDP Slowdown
25:09 - PCE Inflation Trends
30:20 - Market Technical Analysis
31:07 - S&P Trading Range
35:29 - Sector Performance Review
39:22 - Overbought Sectors
46:52 - Software as a Service Stocks
53:32 - AI Disruption in Software
59:09 - DocuSign Sustainability
1:02:59 - Blue Owl and Private Credit Concerns
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