CNBC Worldwide Exchange – Greene: If it was just the MAG seven, the rally would not be sustainable.
Victoria Greene, Founding Partner & CIO at G Squared Private Wealth, discusses the broader market rally, noting that small-cap stocks are outperforming tech giants. She sees opportunities in traditional stocks like Walmart, Costco, and IBM, and views the market as a bull run, urging investors to take advantage rather than stay on the sidelines.
October has garnered the reputation as a spooky month, and not just due to Halloween. The dreaded âOctober surpriseâ is typically a nasty political shock and the market has experienced extreme historical volThe election overhang is finally behind us, Q3 earnings season is about 90% done, and the bull market has survived its historically weakest period with nary a blemish. But even with all that noise comfortably behind us, there is a feeling now of, now what? And for many, the worry cycle has begun once again. The What-ifs are endless with a new administration looking to pivot policy and potential for unprecedented overhauls to government (DOGE- the Department of Government Efficiency) or the removal of the Fedâs independence loom in the distance. We often warn about waiting for disaster and betting on doom-and-gloom. And we caution investors about reading too deeply into geopolitical events as they are poor predictors of market directionality. atility in Octoberâs past. But we view October through a more positive lens; we are about to enter the strongest 6-month seasonal period for equity markets. Even in election years, November and December are often very strong, typically powered by the Santa Clause rally to close out the year. Â
CNBC The Exchange – Three Buys and a Bail. Victoria Greene, G Squared Private Wealth founding partner and CIO, joins CNBCâs âThe Exchangeâ to discuss four stocks: Walmart, Goldman Sachs, Energy Transfer, and First Solar.
Victoria Greene Founding Partner & CIO at G Squared Private Wealth, highlights the potential of âMAG 7â stocks as safe investments and expresses optimism about utilities due to rising demand from data centers and supportive regulations.
October has garnered the reputation as a spooky month, and not just due to Halloween. The dreaded âOctober surpriseâ is typically a nasty political shock and the market has experienced extreme historical volatility in Octoberâs past. But we view October through a more positive lens; we are about to enter the strongest 6-month seasonal period for equity markets. Even in election years, November and December are often very strong, typically powered by the Santa Clause rally to close out the year. Â
CNBC Worldwide Exchange – The Markets have been Resilient Despite Recent Challenges. Victoria Greene, Founding Partner & CIO at G Squared Private Wealth, describes the economic âtempestâ impacting data and markets, highlighting resilience amid challenges.