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McDonald: Expect A.I. Chip Pullback, Big Banks Overbought, Bull Case for Coal
Manage episode 493155479 series 3645668
Larry McDonald sees market shifts ahead as investors digest what he calls "Trump optimism." One of the biggest changes he says will come from banks, pointing to JPMorgan Chase (JPM) as being overbought. Larry expects a sell-off in it and other big banks while smaller counterparts reap the benefits. He sees A.I. semiconductors pulling back for similar reasons, while fossil fuels like coal and companies tied to it to grind higher.
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5763 episodes
Manage episode 493155479 series 3645668
Larry McDonald sees market shifts ahead as investors digest what he calls "Trump optimism." One of the biggest changes he says will come from banks, pointing to JPMorgan Chase (JPM) as being overbought. Larry expects a sell-off in it and other big banks while smaller counterparts reap the benefits. He sees A.I. semiconductors pulling back for similar reasons, while fossil fuels like coal and companies tied to it to grind higher.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
5763 episodes
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