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Momentum Monday - The Bull Market Is Expanding

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Howard Lindzon
July 07, 2025

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Good morning…

Asking why the bull market is running would be a waste of time. The price action remains very good.

Nvidia is on it’s way to $4 trillion. Back in 2017, Apple was on its way to becoming the first Trillion dollar company and at the time it crossed, Nvidia was just $50 billion.

The markets are an opportunity machine and there is always an up and comer lurking in the shadows of all the glamor stocks of the moment.

More stocks are starting to work, not less.

This week Ivanhoff and I tour a whole slew of sectors and find strong breakouts from biotech to retail to financial.

Welcome back to Momentum Monday!

In today’s episode of Momentum Monday, Ivanhoff and I discuss the following:  

  • Bull Market Expansion Across Sectors

  • Impact of Trillion-Dollar Spending on the Economy

  • Impact of Dollar Weakness on Markets

  • $NVDA ( ▼ 0.57% ) Market Impact and Crypto Discussions

  • $COIN ( ▲ 1.65% ) vs $HOOD ( ▼ 0.72% ) : Crypto vs Traditional Finance

  • Navigating the 2022 Bear Market

In This Episode, We Cover:

Here are Ivanhoff’s thoughts:

Bull markets correct through sector rotations. We saw it last week. On July 1st, most momentum leaders sold off. The capital didn’t leave the stock market. It just rotated into other groups that have been lagging year-to-date – small caps, biotech, homebuilders, retailers, finance, etc. Such rotations are a normal part of the cycle. They are a sign that the bull market is expanding and encompassing more names. The wave is starting to lift more boats. There is more to choose from.

The next earnings season is a few weeks away, so the market is currently focused on the impact of the One Beautiful Bill and the trade deals with countries around the world. Vietnam agreed to pay 20% tariffs and 40% on transatlantic shipping. We are not going to discuss the longer-term consequences for the US consumer and companies, but focus on the immediate market reaction for now. The stocks of the companies that manufacture in Vietnam went higher – NKE, LULU, FSLR, BA, AAPL, etc. The Vietnam stock market made new 52-week highs. I suspect we will see a similar reaction to other deals – China, the EU, India, Latin America, Japan, etc.

And here are the charts discussed:

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