Selloff Is a Correction in a Cyclical Bull Market, Hogan Says

The video discusses the recent market trends, highlighting the decline in technology stocks and the impact of semiconductors and social media. It explores the ongoing debate between value and growth investments, noting the unexpected rise of utilities. The speaker suggests that current market corrections are part of a cyclical bull market and advises caution with defensive investments. Key concerns include monetary and trade policies, with potential resolutions possibly restoring technology's leadership by 2019.

What factors contributed to the loss of leadership in the semiconductor sector?

How has the performance of social media companies been affected by regulatory oversight?

What investment strategies are suggested in response to current market conditions?

What are the two sets of policy concerns that are making investors nervous?

What might lead to technology regaining its leadership in the market?