Video Description
For more information visit : http://www.visser-labs.com/ or https://ai.22vresearch.com/
Contact : Mark Whaling [email protected]
In this week's video, I break down why a week loaded with bearish headlines (a call for an AI pause, a "10% chance humanity dies" story, a hawkish 25 basis point Fed hike, Brent at $110 and 10-year rates at 2007 levels) ended with stocks rallying off the lows and down slightly for the week. Rates and oil do not matter the way they used to. Homeowners are locked into low mortgages, gas as a percentage of disposable income is near historic lows, and Nvidia at $5.25 trillion dwarfs the $1.5 trillion of rate-sensitive consumer discretionary names. The bear market is real, but it is happening in restaurants, retailers, household durables and the low-income...
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