Brad W
Brad W
I'm an Antipodean who enjoys observing the world with a macro perspective and building my wealth.
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avatarBrad W
05-14
I'm curious about the main catalysts and contributors of this rally in stocks, especially the SP500 (SPY). How many stocks are above their 200 SMA? Why is (XLF) (financial sector) not participating in the rally? (RSP) equal weight is not performing as well as I would expect for a genuine rally and appears to be lagging. Smaller energy companies, especially alternate energy sources, such as nuclear ones, like (SMR), are not really performing at all. This rally seems to be highly dominated by a few large caps, how long can that last? CPI for April was 3.8% PPI now 6% These factors will continue to grow with inflationary factors, like the war and oil prices, etc, and accumulate with each passing month, if status quo maintains. I can't understand the logic behind this colossal run up in the in
avatarBrad W
04-08
Yeah I can't see it happening. 
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