Kramer Capital Research CIO on Markets

The video discusses the changing correlation between tech stocks and treasury yields, highlighting Amazon's challenges. It explores market rotation, stock valuations, and potential investment opportunities in companies like Citigroup, 3M, and Ingredion. The discussion also covers earnings expectations, inflationary pressures, and supply chain issues, emphasizing the impact of corporate taxes and the pandemic on the market.

What recent change has been observed in the correlation between tech stocks and treasury yields?

• They have become less negatively correlated and are now somewhat positive.

• They have become more negatively correlated.

• They have remained unchanged.

• They have become more positively correlated.

Which company is highlighted as having reached its peak, facing pressures from new leadership and competition?

• Facebook

• Amazon

• Microsoft

• Apple

Which company is mentioned as trading under book value and having a wide range of products?

• 3M

• JP Morgan

• Citigroup

• Ingredion

What is Ingredion's dividend yield as mentioned in the discussion?

• 4.0%

• 3.5%

• 2.8%

• 1.5%

What major issue is expected to affect earnings during the upcoming season?

• Reduction in government spending

• Increase in corporate taxes

• Decrease in consumer demand

• Rise in interest rates