Sell the Bounces, Geopolitics & China, Market Levels & Where to Invest | Alpha Insights
- Rising concerns around Geopolitics as China is moving into the limelight.
- As mortgage costs are rising, are things close to being priced into the stock market?
- Internals, sentiment, technicals all paint a bearish picture towards S&P 3500.
- Value continues to outperform growth and still has more to deliver.
- Top picks: Long NRG, Short BBY.
Jeffery Huge, Founder, Alpha Insights
Mehdi Sunderji, Director, OETV