Trouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the Three Economies

On this week’s episode of Trends with Friends (note - we make these Wednesday afternoon before the market closes) we review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more.

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Chapters

Welcome (0:00)
Phil Quit? (0:11)
Riley Galivants Across Asia (1:06)
Whip Around the Markets (2:59)
Equally-Weighted Sector Returns (3:53)
S&P 500 Pre-Election Seasonal Cycle (4:38)
Nasdaq-100 Near New Highs (5:09)
S&P 500, More of the Same (5:31)
AAPL + MSFT = Half of Tech (5:39)
The Dollar Squeeze (6:13)
The 10-Year Yield (8:33)
VCs Are Momentum Investors (10:04)
Caution Near-Term (13:27)
Josh Brown and Michael Batnick’s Sentiment (15:59)
Probes Fold (20:12)
VCs Flock to the Middle East (23:03)
The Three Economies (28:47)
Consider the Source (33:49)
Charts and Cheese (37:24)

Happy Saturday!