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  • 2 years ago
Greg Weldon CEO of Weldon Financial

Greg’s pedigree includes a trial-by-fire introduction to the industry spending three-years as the point-man in the COMEX Gold and Silver pits for one of the largest COMEX Gold and Silver floor brokers of the 1970's and 80's, Stanley B. Bell and Company. Greg left the floor upon the introduction of US stock index futures and international bond futures markets in Europe, and went to work as an institutional broker for Lehman Brothers.

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00:00 Are any stocks pricing any of this in because I look at like the IWM sitting near three-year lows.
00:05 I mean, it looks to me like some stocks are pricing in a recession here.
00:08 And again, we know when we look at the mega cap tech, you know, Microsoft and Magnificent 7 have held the market up very well here.
00:16 But it's kind of like the tale of two markets here.
00:18 Do you think eventually some of, you know, the small caps that price this in and maybe they can turn it around?
00:23 Or is it more like the Magnificent 7 could maybe start to get hit?
00:27 I think that the bulk of the market hasn't fully priced in what we're going to see down the road economically.
00:32 I said way back in May, frankly, that you probably have a decline in inflation through the summer.
00:38 You get it to 3 percent and this causes a party.
00:40 Maybe the stock market even goes to new highs, which it didn't, which is a sign unto itself of its inherent weakness.
00:46 This is the most narrow rally, you know, in through June, July.
00:49 Then energy started to creep into the picture.
00:52 All right. I think something significant has happened in the last week alone where we do a quantitative portfolio for our institutional clients.
00:59 And it's a playbook. We've got the portfolio playbook that we offer to individuals as well.
01:04 And just even as recently as a week ago, you know, we were looking at, you know, being an energy 33 percent financial 17, industrials 15, Infotech 22.
01:14 You know, right now we're in, you know, basically energy half communications, which has been really hot to about 40 percent.
01:23 And the rest is gold and Bitcoin.
01:24 So when you look at the quantitative side and then you look at the technical side where the S&P 500, it's really broken down.
01:32 I mean, it's closer to new highs than it is even a longer term breakdown pivot.
01:35 Same with the Nasdaq below 14, 600, which you took out briefly yesterday.
01:40 That's a major breakdown where you have scope technically, quantitatively, and I think even fundamentally, at least in terms of the macro monetary picture down to like, you know, 13000, if not 11000 in the Nasdaq.
01:52 So I look at, you know, the big tech has led the way.
01:56 It's only now rolling over and starting to crack the XLK just breaking down just now.
02:01 Some things are broken down, utilities, the real estate, certainly anything to do with the mortgage market has cracked.
02:07 Staples have cracked, which is interesting.
02:09 So now discretionary is following.
02:11 Healthcare is following.
02:12 Industrials are following.
02:13 All the sectors are now rolling over, breaking down, threatening long term moving averages.
02:18 And in a lot of cases, the uptrend goes all the way back to the pandemic low, if not in some cases like utilities and Staples going back to the 2009 low.
02:26 So I think this is a much bigger picture dynamic that we have coming at us.
02:30 So, you know, in the short term to medium term for me, this is still about protection.
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