Balancing Act: Understanding Current Market Trends and Porfolio Moves

Apr 01, 2024

∙ Paid

Let’s start with the Nasdaq which was -0.3% for the week:

The index has been underperforming the SP500 for about 2 weeks now.

So the market is moving a bit away from technology towards other sectors.

Looking at liquidity, the M2 data for February is out and there’s been more contraction, which speaks to the “higher rates for longer” narrative:

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