Welcome to MktContext. We cut through noise with thoughtful macroeconomic commentary and tactical market research. Written weekly for wealth managers and active investors to navigate todayās markets.
Current stock market timer: BULLISH
Our Nasdaq, semiconductor, and Mag 7 dip-buy calls were well-timed as tech stocks exploded off the lows. As we predicted, QQQ broke out of its 4-month consolidation, SOXX cleared a major downtrend line, and MAGS extended its uptrend.
But thereās a problem brewing under the surface. Outside of tech, few stocks are participating in the rally, much less achieving new highs. The 10-year interest rate continues to push above 5%, putting strain on overall stock market valuations.
Can the bull market persist under these circumstances? We answer that question insideā¦
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