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Are The Magnificent Seven Stocks In A Bubble?

Has Nvidia become the world's most-valuable company? The S&P is aiming at more all-time highs, but can they hold? Fed minutes reveal no rush to cut rates. The disconnect with markets' expecting more cuts. Will the Fed reduce QT as money flows into markets? Meanwhile, markets continue to test rising trendline at 20-DMA, as consolidation continues. No reason to be bearish on markets...yet. What markets missed from Fed Minutes: the quantity of rate cuts to come. An unexpected risk: Effects of balance sheet run-off as Fed adjusts QT to manage liquidity. The unstoppable market: What is happening to Fed's repo program; the Fed Liquidity Index. Have we returned to a bubble in Magnificent Seven stocks (and are they worthy of current valuations)? The hard part about managing portfolios: How does the Japanese Nikkei hit an all-time high for the first time in 34-years, even as Japan's economy is in recession? How bubbles start: When Prices and Valuations rise faster than the economy.

2:58 - Nvidia: The World's Most-valuable Company
14:37 - No Reason to Be Bearish on Markets...yet
30:00 - The Can't Stop/Won't Stop Market
44:20 - Japanese Nikkei Hits All-time High...finally

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Don’t Fear All-Time Highs, Understand Them"
"Fed Chair Powell Just Said The Quiet Part Out Loud"
The latest installment of our new feature, Before the Bell, "Bull Rally Remains Intact," is here:
Our previous show is here: "Will Nvidia Break the Market?"
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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