HomeMarketsBondsLooking for Value in Market Froth

Looking for Value in Market Froth

Alec Young looks at bond auctions and credit spreads to get an idea of risk appetite. He notes that a lot of expensive stocks are still running up, including Palantir (PLTR), despite trading at high P/E ratios. He thinks there will be a market rotation into defensive names as investors chase value.

Morning Trade Live

14 Nov 2024

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