Bullish A Growth Rotation Ala Summer 2024
A short clip from Macro-To-Micro Options Power Hour recorded on December 5, 2024
In this short clip from Macro-To-Micro Options Power Hour recorded on December 5, 2024, Samantha LaDuc and Hans Albrecht discuss their analysis of market trends, focusing on the dominance of the “Magnificent Seven” mega-cap tech stocks in driving the NASDAQ’s significant gains.
They highlight the market’s impressive 100% rise in two years, the role of growth-to-value rotations, and key earnings impacts like Nvidia’s performance.
Samantha shares technical and macro insights, emphasizing the strength of the current market while noting potential resistance levels and the importance of understanding trade timeframes.
Hans complements this with his expertise in options strategies, helping clients navigate both alpha generation and risk management.
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