Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts
About this episode
The episode discusses the potential risks in the semiconductor sector and its impact on the overall market.
The white-hot semiconductor sector has rocketed to 18% of the market capitalization of the S&P 500 index. And while this trade has propelled the S&P higher, it's starting to show signs that it may be sputtering out. A head & shoulders formation appears to be forming. If confirmed, then it's highly likely semis will pull the overall down with them as they correct. Portfolio manager Lance Roberts and I discuss the odds of this, as well as the overall status of the AI trade, the latest jobs numbers, the resumption of kinetics between the US & Iran and the resulting likely impact on the price of oil, as well as, of course, Lance's firm's latest trades. For everything that mattered to markets this week, watch this Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #semiconductors #marketcorrection #oilprices _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual…
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