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The broad market has not participated in this rally

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Manage episode 436472228 series 3473653
内容由Seeking Alpha提供。所有播客内容(包括剧集、图形和播客描述)均由 Seeking Alpha 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
This is an excerpt from a recent webinar, What's Next For The Magnificent 7?
Read episode transcripts
Show Notes:
Quant Ratings & Factor Grades FAQ
Alpha Picks
6 Beaten Down Stocks Rated Buy
4 Best Defensive Stocks For A Potential Soft Landing
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
  continue reading

207集单集

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Manage episode 436472228 series 3473653
内容由Seeking Alpha提供。所有播客内容(包括剧集、图形和播客描述)均由 Seeking Alpha 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
This is an excerpt from a recent webinar, What's Next For The Magnificent 7?
Read episode transcripts
Show Notes:
Quant Ratings & Factor Grades FAQ
Alpha Picks
6 Beaten Down Stocks Rated Buy
4 Best Defensive Stocks For A Potential Soft Landing
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
  continue reading

207集单集

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