Why you should pay attention to sector rotation, the stock JC loves at the moment, and Chinese ETFs

Welcome back to Trends with Friends!

In today’s episode, Howard, JC, Phil, and Riley talk sector rotations, JC's hot stock pick, Chinese ETFs, the scoop on good sleep, and even a crazy story about an alligator munching on a friend's finger.

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In This Episode, We Cover:

(00:00) Welcome to Trends with Friends
(03:08) Howard’s friend loses a finger to an alligator, and his revenge plans
(10:09) Vanguard market fund hits an all-time high, and it’s not just tech reaching ATHs
(13:45) Small-cap industrials also reach all-time highs
(14:30) Our job: form suspicion and invest accordingly, and why sector rotation demands attention
(17:47) JC’s stock pick: MPC
(19:20) The vivid dreams JC is having
(20:34) Sector rotation and stock breakouts
(24:40) Analysis of the Russell 2000 and its index components
(30:22) SMCI reaches ATH, the importance of maintaining a journal, and Stocktwits analysis
(33:35) MMYT
(36:00) Why Phil loves social media
(38:48) Closing of Chinese ETFs (MCHI)
(42:33) Health talk: decreasing unforced errors
(46:57) JC meets Joe Weisenthal and talks gangster steak
(49:21) Luxury travel and dining

And here are this week’s Featured Charts