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KE Report에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 KE Report 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Joel Elconin - Market Momentum, Tech Rotation, and the Path to New Highs

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Manage episode 522666519 series 3374176
KE Report에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 KE Report 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, we welcome Joel Elconin, co-host of PreMarket Prep and founder of the Stock Trader Network, to break down the market’s steady rebound, shifting sector leadership, and what to watch as we approach year-end.

Key Discussion Highlights

  • Market Grind Higher
    The S&P and Nasdaq continue a slow climb toward all-time highs, with day-to-day rotation across tech, value, and retail.
  • AI Trade Reset
    META cost cuts, Oracle’s struggles, and Google’s new TPU chips highlight a more competitive, and more selective, AI environment.
  • Seasonality & Fed Expectations
    Santa Claus rally patterns, tax-loss selling, and shifting rate-cut odds are shaping year-end behavior.
  • 2026 Themes
    Guests on Joel’s shows continue to flag healthcare strength, selective value opportunities, and resilient retail trends.

Stocks Mentioned: META, ORCL, GOOGL, CRM, BRK.A/B, AMZN

Click here to visit Joel’s PreMarket Prep website

Click here to visit the Stock Trader Network

-----------------

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  continue reading

731 에피소드

Artwork
icon공유
 
Manage episode 522666519 series 3374176
KE Report에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 KE Report 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, we welcome Joel Elconin, co-host of PreMarket Prep and founder of the Stock Trader Network, to break down the market’s steady rebound, shifting sector leadership, and what to watch as we approach year-end.

Key Discussion Highlights

  • Market Grind Higher
    The S&P and Nasdaq continue a slow climb toward all-time highs, with day-to-day rotation across tech, value, and retail.
  • AI Trade Reset
    META cost cuts, Oracle’s struggles, and Google’s new TPU chips highlight a more competitive, and more selective, AI environment.
  • Seasonality & Fed Expectations
    Santa Claus rally patterns, tax-loss selling, and shifting rate-cut odds are shaping year-end behavior.
  • 2026 Themes
    Guests on Joel’s shows continue to flag healthcare strength, selective value opportunities, and resilient retail trends.

Stocks Mentioned: META, ORCL, GOOGL, CRM, BRK.A/B, AMZN

Click here to visit Joel’s PreMarket Prep website

Click here to visit the Stock Trader Network

-----------------

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  continue reading

731 에피소드

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