Bulls vs Bears: Global Alpha Edition

EP16: Tech Tumbles & Rate Cut Doubts Shake Global Markets


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Join Richard and Finn as they unpack a turbulent week in markets: AI stocks bleed despite 82% earnings beats, defensive sectors (healthcare & energy) shine, and unprecedented 490% surge in stock market leverage raises 2008-style alarms.

🔍 Key Highlights:

  • CoreWeave, Rocket Lab, Tencent & Disney earnings dissected
  • Nvidia & Palo Alto reports loom – can they reignite the rally?
  • S&P 500 at 30.4 P/E (vs historic 16-18) – mean reversion risk?
  • MIT study: 95% of AI pilots show negative ROI despite 50% spending jump
  • Jerome Powell’s hawkish stance vs Trump’s expected Fed takeover in May
  • MPC’s 2-year structured strategy with 6-month lookback to buy the S&P dip

Is the AI hype meeting reality? Leverage-fueled volatility ahead? Sophisticated investors: discover our capital-protected play to profit from the coming reset.

👉 Contact MPC Markets for strategy details (@mpcmarkets)#GlobalAlpha #StockMarket #AI #NvidiaEarnings #Investing

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Bulls vs Bears: Global Alpha EditionBy MPC Markets