Never Go All in on Stocks (EP. 437)

Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Ridholst Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions.

Clients of Ridholdt's wealth management may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben. One of the conversations in the market over the past couple of weeks, but really reaching a crescendo last week, I think, has been the dominance of technology stocks, particularly like in the last couple of sessions. you see like the RSP SPY ratio, which just keeps hitting new all-time lows, really nosediving off of a cliff. So I had Chartkin make this chart showing the past two days.

And this was, I don't know if this was Tuesday, Wednesday, Wednesday, Thursday, whatever it was. It doesn't really matter so much. You had 227 stocks over a two-day period that were advancing. Said differently the remaining 730 or 20, whatever it is. fell on the day.

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