The 'Stealth Bear Market' Hiding in the S&P 500

The video discusses market trends, highlighting internal rotation and sector bear markets. It examines the financial sector's performance, noting banks' gradual recovery post-crisis. The yield curve's impact on interest rates and potential market shifts is analyzed. Finally, the technology sector's leadership in the S&P 500 is emphasized, with a focus on semiconductors.

What are the implications of a potential uptrend in yields for bond investments?

In what ways has technology emerged as a leading sector in the market?