📈Mega caps with momentum are performing significantly better than other stocks this year.
📉Many mega cap stocks and others without momentum are experiencing negative returns in 2021.
💰The market is currently driven by momentum, similar to the late '90s.
🔥The Fed's rate cuts and potential changes in regulation could increase speculation in the market.
⚠️There is a possibility of risks related to Fed expectations in the future.
Why are mega cap stocks with momentum outperforming others?
—Mega cap stocks with momentum have strong positive trends and investor sentiment, which is driving their superior performance.
Why are some mega cap stocks and other stocks experiencing negative returns?
—Stocks without momentum or with negative trends are facing challenges and are not in favor with investors, leading to negative returns.
What does it mean for the market to be driven by momentum?
—When the market is driven by momentum, stocks that have been performing well continue to experience positive trends, while those with weaker performance struggle to gain momentum.
How can the Fed's rate cuts and regulation changes influence the market?
—Lower interest rates can stimulate economic activity and increase investor confidence, while changes in regulations can create new opportunities for certain sectors or industries.
What are the risks related to Fed expectations in the future?
—If the market's expectations of the Fed's actions differ from the actual decisions, it can lead to market volatility and uncertainty.
00:13Mega cap stocks with momentum are significantly outperforming the rest of the market this year.
00:25Many mega cap stocks and other stocks without momentum are experiencing negative returns in 2021.
00:32The market is currently driven by momentum, similar to the late '90s.
02:32The Fed's rate cuts and potential changes in regulation could further fuel speculation in the market.
03:28There is a possibility of risks related to Fed expectations in the future.
