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GNG TV: Goodbye Growth and Hello Cyclicals

by July 28, 2023
by July 28, 2023 0 comment
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In this edition of the GoNoGo Charts show, Tyler and Alex take a top-down approach looking at the markets in terms of trend, momentum, volume, and volatility. Starting with the major asset classes and the macro factors, they look at treasuries, the dollar, gold, oil, and even emerging market equities. With U.S. domestic markets performing strongly, they then break down their analysis into sectors and note a strong rotation away from growth sectors into the cyclical sectors such as Energy, Financials, Industrials and Materials. Several stocks are evaluated from a GoNoGo perspective to determine opportunities to participate in the trends.

This video originally premiered on July 27, 2023. Click this link to watch on YouTube.

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