Melt Up Is Priced In, Not Melt Down
From Macro-To-Micro Options Power Hour recorded on Jul 9, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Jul 9, 2025, Samantha LaDuc and Hans Albrecht discuss how the current market environment remains stable across yields, inflation, employment, and earnings, creating a backdrop for continued upside, at least for now.
They highlight the ongoing rotation between growth and value stocks, with a particular focus on AI and semiconductor plays, such as NVDA and SOXL, driving recent strength.
Samantha expects a potential “melt-up” rally to extend further before becoming too stretched, followed by a likely pullback.
They also touch on how volatility (VIX) may rise alongside sharp upward price action, and note how retail has led this rally while institutional money is now catching up.
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