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Monday June 30, 2025 - Second half predictions
2025/6/30
Best Stocks Now with Bill Gunderson
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Bill Gundersen
Bill Gundersen: 我认为市场目前存在一定的FOMO情绪，许多投资者可能错过了上半年的上涨行情。尽管市场估值已经很高，但动量依然强劲，这使得技术分析变得尤为重要。作为一名价值投资者，我可能会发出谨慎的信号，但我也意识到动量足以推动市场继续上涨。因此，我认为现在不是盲目投入高估值股票的时候，而是应该保持警惕，采取积极的投资策略，适时削减或抛售仓位过高的股票。我特别关注Palantir，尽管它今年表现出色，但最近的下跌表明需要密切关注其估值和动量变化。总的来说，我认为下半年的投资应该更加谨慎，关注风险管理，并灵活调整投资组合。
Deep Dive
The show begins with an overview of the current market conditions, including the Dow, NASDAQ, S&P 500, small caps, and bond market performance. Bill Gundersen and Barry Kite discuss their professional backgrounds and certifications.
- Market up move with FOMO
- Dow up 139 to 43,958
- NASDAQ hitting a new all-time high at 20,316
- S&P also hitting a new all-time high at 6,187
- Bond market up 3.1% year to date
Shownotes Transcript
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