You need to be logged in to view this video

Inflation and the Death of Tech-Plus Hegemony

Released on Wednesday, March 8, 2023ENERGY
Since the Great Recession and financial crisis of 2007-09, only one decision has mattered for investors looking to generate superior returns—buying US technology and growth stocks on any dip in price. The equity market hegemony of this small US "Tech-Plus" contingent was also behind the S&P 500's outperformance over most equity benchmarks around the world from Europe to emerging markets and even small caps in the Russell 2000 index. In this session, I'll explain how the global experiment with negative interest rates and quantitative easing drove an epic bubble in a handful of stocks and market sectors and why there's still value to be found in key market sectors like energy.

Elliott Gue
Energy and Income Advisor and Capitalist Times, Editor and Publisher

Trending Now

Filter By Category
Filter By Keywords