Similarities to 1999/2000

About this episode

Bob Doll discusses the current market conditions and compares them to the 1999-2000 period, highlighting key economic factors and investor sentiment.

Bob Doll recaps the week: S&P gains led by big tech and cyclical sectors, mixed sector performance, and largely favorable Q4 earnings while investors rotate away from overpriced internet names. He compares current market dynamics to 1999–2000 but notes the broader market’s appetite remains supported by corporate profits and accommodative financial conditions. The outlook stresses sticky inflation, potential future rate and yield increases, and tight corporate credit spreads—factors that warrant caution but do not yet signal a broad-based bear market. Investors should stay watchful but not prematurely bearish. For a copy of this week's Doll's Deliberations click on the following link February 23 or go to www.crossmarkglobal.com for additional insight and investment solutions.

People in this episode

Host: Bob Doll

Topics covered

• market dynamics
• corporate profits
• inflation
• interest rates
• investment strategy

Keywords

• S&P gains
• big tech
• cyclical sectors
• Q4 earnings
• bear market

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