00:00 Speaker a
As we continue to look at the assessment of countless different things in the stock market, whether it’s 1600 Avenue from Pennsylvania Avenue or what they’ll do from prints like this, when do you think the waiting is, when will there be a point, what do you think?
00:45 Marian
II doesn’t think we know when it will come. I mean, obviously, I’ve said the tariffs are temporary interruptions. If we don’t have tariffs, the market will already have record record highs. So, I think we have to figure this out. We have to go through UM, which is the biggest bill. At least the way market trades, which shows that we will not have significant or major negative biases. Well, our all-time highs are all broad. Our numbers have all-time highs, which is very unusual because usually, the market reaches its highs first, and then your breadth and volume hits all-time highs. Therefore, I am very confident that the market is passing. They think it’s net worth and we’ve been telling our clients that we’re looking forward to a new high this summer. In fact, ironically, the market means that the S&P 500 trades very similar to 2018. We can get some cut here because we are near the highs, you know, there may be some fluctuations in the months of June. But we are looking for a new high this summer. If we follow 2018, that means a new high in August.
02:55 Speaker b
Explain to me, where do Marianne, do you want to drive us? Well, of course, historically, we’ve been seeing these big tech names, but specifically the catalysts that can drive further gains for these stocks?
03:15 Marian
So our prospects are past and different from other things you’ve heard before. You know, artificial intelligence is the game changer. Well, but it’s not just artificial intelligence. You also have robotics, you have virtual reality. Well, you have network 3, encrypted space. These are huge technological advancements we have never seen in our lives. All of this happens at the same time. And, not all of the technology is attributed here in the United States. So if you want to invest in these markets, especially if you want to enter private markets, if you want to enter the fees, uh, VC, venture capital markets, you have to come here. So, I know that money may be moving overseas. But I think as these company stocks actually continue to lead the market, you’ll see some of that money coming back. This is still led by technology, which I call technology related, because some of the related stocks are among other industry groups such as Communications Services, with Google and Meta. These are the market leaders. We believe we are in a secular bull market. As long as these leaders are intact, our secular bull market will be intact. So II I’m still very bullish on technology and related to technology. I really don’t see much in the value space, but I do like finance. If I’m looking at the value space, I’ll be in the financial position within UH.
