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The 17-Month Bull Market, Bull Market Parties, Strength in Defense and India’s Upside

Trends with Friends EP. 40

Welcome back to Trends with Friends!

On this week’s episode we review Bull Market Parties, the 17-Month Bull Market, Societal Dissatisfaction, Strength in Defense, India’s Upside and more.

Tune in on your favorite podcast platform or select a timestamp to skip ahead. Please leave us a Like or Comment if you enjoy the show. 

Chapters

Intro (0:00)
Bull Market Parties (0:47)
The 17-Month Bull Market (1:49)
Societal Dissatisfaction (8:31)
Widening Market Breadth (13:50)
Stocks & the US Dollar (14:42)
Today’s Inflationary Environment (16:56)
Strength in Defense (18:00)
Price is the Message (20:50)
CloudFlare’s Cheap Implied Volatility (22:11)
Can Biotech Bounce Back? (27:44)
Excess Unicorn Supply (30:55)
Stocks 2-Year Stagnation (36:20)
Crypto Broke the SEC (38:04)
Strength in Global Markets (39:27)
India’s Upside (41:59)
Size Doesn’t Matter, Shoutout Grass Clippings (46:19)
Phil’s Final Thoughts (47:31)
Enjoy What You Do, Do It Well (51:36)

Here are this week’s Featured Charts, 

Stocks and the US Dollar

Asset prices since the US Dollar peaked on October 3rd

A positive correlation between stocks and bonds

Strength in Defense — $AVAV, $SMH and $AXON

Financials find new 8-month highs

CloudFlare

Can Zoom zoom off its lows

Biotechs bounce off support

Multi-year lows in Healthcare position 

Excess Unicorn supply

SPYs sideways range

Solana

Coinbase ripped since the SECs lawsuit

Germany strength

India’s upside

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