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cover of episode Ep. 326 Shakeouts And Support: Why The Stock Market Continues To Defy Gravity

Ep. 326 Shakeouts And Support: Why The Stock Market Continues To Defy Gravity

2025/6/25
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Investing With IBD
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Jim Roppel
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Jim Roppel: 我认为市场被严重低估，基本面创新不断，应该关注什么可能做对。市场对创新反应积极且强大，不应只关注负面因素。目前市场情况异常，经济向好但人们不相信。过去的恐惧程度远超当下的关税担忧，市场已被低估。应该把政治放在一边，关注市场实际发生的事情。我始终关注趋势和基本面。资本主义的创新精神永不停歇，人类本性是不断提升创新。美国的自由市场资本主义和放松管制的环境有利于市场发展。每个周期都有其领导者，英伟达是当前周期的领导者。半导体板块ETF(SMH)是新的交通运输平均指数，反映了数字经济的重要性。数字钱包的快速增长类似于早期互联网的普及。投资者情绪指标显示牛市的开始。缺乏新高表明牛市的早期阶段。可能仍然处于2023年开始的牛市中。大量资金在场外观望，市场可能会出现挤压。如果趋势向上，就保持做多。即使市场下跌，也可能不会持续太久，应该将其视为机会。黄金交叉是牛市的开始。

Deep Dive

Chapters
Jim Roppel discusses the market's resilience in the face of negative news, emphasizing the importance of focusing on market trends and leaders rather than headlines. He highlights the market's strength and the disbelief surrounding its performance despite significant innovation and positive fundamentals.
  • Market remains upbeat despite negative global events.
  • Institutions are shorting the market.
  • Significant innovation is underestimated.
  • Market's power is underestimated.
  • Historically high performance indicates future upward trajectory.

Shownotes Transcript

What should traders make of a market that’s seeing more bullish expectation breakers than ever? Jim Roppel, founder of Roppel Capital Management and author of The Roppel Report, joins Investor's Business Daily's “Investing with IBD” podcast to explain why the market remains so upbeat and how traders should handle their portfolios accordingly.

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