May’s Bullish Market, Factors That Actually Drive Earnings, China’s Mean Reversion, Investing In Argentina, More

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Welcome back to another week of Trends with Friends where our hosts tackle everything from the factors that drive earnings to the latest twists in China's tech scene. This week we cover:

• China's tech industry experiencing a mean reversion

• The recent sentiment shift

• Why you should ignore sensationalism in the media

• Bullish seasonality in May and the potential for a rebound in the market

• Balagi’s U.S. interest rate projections

• Some interesting charts and stocks to watch

Skip Ahead:

(00:00) Welcome banter
(03:33) China’s tech industry
(06:50) Market breakouts and mean reversions
(11:30) Investing in Argentina 
(19:22) Recent sentiment shift
(22:58) Price action and market trends 
(28:07) The bullish seasonality in May 
(31:30) Ignoring sensationalism in the media
(36:00) QQQ and SPX rebounding
(38:40) Forward earning expectations 
(44:03) Balagi’s U.S. interest rate projections 
(50:08) Trends With NO Friends: Comfort Systems 
(52:30) Latin America is firing
(54:45) What we’re pimping

Big Thank You To Our Guest:

• Riley Rosebee - https://stocktwits.com/coloradoriley

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon 

• JC - https://stocktwits.com/allstarcharts 

• Phil - https://stocktwits.com/ppearlman 

• Production and Marketing - https://penname.co/ 

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Join Riley and me daily as we unveil insights gleaned from years of analyzing Stocktwits data. We'll reveal what's gaining traction and what's falling short.

And here are this week’s Featured Charts: