How MKM Strategist Jim Strugger Is Playing the QQQ

The video discusses recent stock market trends, focusing on the S&P 500 implied correlation and its implications for market health. It explains how low correlation and high dispersion indicate a healthy environment for active investors. The video also covers the impact of the tech sell-off and capital redistribution to other sectors, emphasizing the importance of understanding seasonal volatility trends. Finally, it suggests hedging strategies for the technology sector to manage potential risks.

In what ways can capital movement from tech to energy and materials indicate market health?

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What is the significance of the potential 10% pullback in the market?

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