Bad Taste

Bad Trivia and Semis Dethroned

| Apr 9, 2024
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    Bad Taste

    Bad Trivia and Semis Dethroned

    Apr 9, 2024

    Errol Coleman and Julia Spina discuss recent trends in the market, including a massive rally following a big sell-off, focusing on positions in QT2 and Tesla stocks. They highlight Tesla's shift towards behaving like a standard car company stock. Attention also turns to NVIDIA, which has seen a decrease in volatility, making it a more appealing trading option. Surprisingly, the conversation reveals that energy companies, specifically in the energy sector ETF (XLH), have dethroned semiconductor stocks as the top performers in terms of the Sharpe ratio in the S&P 500, indicating a shift in market dynamics.

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