When Stars Align

Robert Baharian from Baharian Wealth Management shares his view on current market dynamics. He notes companies are driving stock prices with growing earnings, surpassing just tech sectors. Nvidia (NASDAQ: NVDA) is flat, with the broader market up 15%, indicating a broader rally beyond tech.

Robert suggests earnings growth and economic resilience could prolong the bull market. With historical data showing strong performance during certain conditions, he sees potential for continued growth, despite bearish concerns about yields, oil, and the US dollar.

For investors, Robert sees current market conditions as an opportunity to rebalance portfolios beyond tech. With cash returns diminishing, he emphasises re-evaluating investments in high-quality stocks and taking advantage of the broader market opportunities.

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