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Transcripts For FBC Barrons Roundtable 20240712

Dollar stores seem to be weathering the storm. On the barrons roundtable, ben, carlton and jack. Thanks for joining us, guys. Good to see jack howe back in the group. So, ben, every single week i say the same thing to you which is how much longer can tech stocks keep zooming ahead of the market. Finally this week i dont have to say that, they actually lagged this past week. They lagged and they lagged badly, down around a full percent. And the s p was up more than a percent. The gap between the two was actually the widest in any one week since 2016. Most of those, that difference calm on monday when the nasdaq actually rallied to what was looked like a new high only to pull back and finish down more than 2 . Those kind of reversals dont happen very often, and when they do, its often a signal that the nasdaq is going to underperform over the next three months or so. Jack so youve been talking for a while about cyclical rotation that you think thats going to thinks going to come one of t

Transcripts For FBC Barrons Roundtable 20240712

Dollar stores seem to be weathering the storm. On the barrons roundtable, ben, carlton and jack. Thanks for joining us, guys. Good to see jack howe back in the group. So, ben, every single week i say the same thing to you which is how much longer can tech stocks keep zooming ahead of the market. Finally this week i dont have to say that, they actually lagged this past week. They lagged and they lagged badly, down around a full percent. And the s p was up more than a percent. The gap between the two was actually the widest in any one week since 2016. Most of those, that difference calm on monday when the nasdaq actually rallied to what was looked like a new high only to pull back and finish down more than 2 . Those kind of reversals dont happen very often, and when they do, its often a signal that the nasdaq is going to underperform over the next three months or so. Jack so youve been talking for a while about cyclical rotation that you think thats going to thinks going to come one of t

Transcripts For FBC Barrons Roundtable 20240712

Dollar stores seem to be weathering the storm. On the barrons roundtable, ben, carlton and jack. Thanks for joining us, guys. Good to see jack howe back in the group. So, ben, every single week i say the same thing to you which is how much longer can tech stocks keep zooming ahead of the market. Finally this week i dont have to say that, they actually lagged this past week. They lagged and they lagged badly, down around a full percent. And the s p was up more than a percent. The gap between the two was actually the widest in any one week since 2016. Most of those, that difference calm on monday when the nasdaq actually rallied to what was looked like a new high only to pull back and finish down more than 2 . Those kind of reversals dont happen very often, and when they do, its often a signal that the nasdaq is going to underperform over the next three months or so. Jack so youve been talking for a while about cyclical rotation that you think thats going to thinks going to come one of t

Transcripts For FBC Barrons Roundtable 20240712

Dollar stores seem to be weathering the storm. On the barrons roundtable, ben, carlton and jack. Thanks for joining us, guys. Good to see jack howe back in the group. So, ben, every single week i say the same thing to you which is how much longer can tech stocks keep zooming ahead of the market. Finally this week i dont have to say that, they actually lagged this past week. They lagged and they lagged badly, down around a full percent. And the s p was up more than a percent. The gap between the two was actually the widest in any one week since 2016. Most of those, that difference calm on monday when the nasdaq actually rallied to what was looked like a new high only to pull back and finish down more than 2 . Those kind of reversals dont happen very often, and when they do, its often a signal that the nasdaq is going to underperform over the next three months or so. Jack so youve been talking for a while about cyclical rotation that you think thats going to thinks going to come one of t

Transcripts For FBC Barrons Roundtable 20240712

Dollar stores seem to be weathering the storm. On the barrons roundtable, ben, carlton and jack. Thanks for joining us, guys. Good to see jack howe back in the group. So, ben, every single week i say the same thing to you which is how much longer can tech stocks keep zooming ahead of the market. Finally this week i dont have to say that, they actually lagged this past week. They lagged and they lagged badly, down around a full percent. And the s p was up more than a percent. The gap between the two was actually the widest in any one week since 2016. Most of those, that difference calm on monday when the nasdaq actually rallied to what was looked like a new high only to pull back and finish down more than 2 . Those kind of reversals dont happen very often, and when they do, its often a signal that the nasdaq is going to underperform over the next three months or so. Jack so youve been talking for a while about cyclical rotation that you think thats going to thinks going to come one of t

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