Market divergence is a healthy opportunity for buyers, strategist says

As stocks come under pressure ahead of the highly anticipated Big Tech earnings week, FS Investments Chief Market Strategist Troy Gayeski joins The Morning Brief to discuss the implications for investors.
Gayeski attributes the sell-off to "stronger economic growth, leading to stronger inflation," which has resulted in the pricing out of expectations for Federal Reserve rate cuts. However, he notes that "there's nothing really disastrous in terms of fundamentals."
With the earnings season in full swing, Gayeski believes divergence will emerge as the main theme. He pointed to the fracturing of the once-cohesive "Magnificent Seven" group of tech giants, with names like Tesla ( TSLA) and Apple (AAPL) falling behind, while Nvidia ( NVDA) and Microsoft (MSFT) continue to thrive. Gayeski characterizes this divergence as "a healthy development for markets."
When asked about how investors should position their portfolios amid the sell-off, Gayeski emphasizes that "the biggest challenge for investors right now isn't necessarily should they rotate more risk into the Magnificent Seven or megacap tech; it's how to put the massive cash hoards to work that they've built."
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (apple.co/3Rten0R) or Android (bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: / yahoofinance
Instagram: yahoofinanc...
TikTok: www.tiktok.com/@yahoofinance?...
Facebook: / yahoofinance
LinkedIn: / yahoo-finance

[@user-fn1kg6tx9l]

This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!

[@chinyerejoseph8004]

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Adriana catherine ....

[@WilliamAMilley]

I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

[@user-fn1kg6tx9l]

Please educate me, i'm willing to make consultations to improve my situation,

[@chinyerejoseph8004]

She's recognized as 'Mrs adriana. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

[@FavourGift-en6en]

Yeah, 123k from catherine adriana. , looking up to acquire a new House, blessings ...

[@rainkloud]

Tesla so bad it's on the list twice

[@user-kq8il1hr1e]

!!My outlook on money changed when I realized someone making $300,000 can retire broke & someone making $80,000 can retire a multi-millionaire.. With the current market movement, you have $100,000 to invest. Where are you investing it?

[@IgorAseev-mb5ro]

Money advice varies, but planning is key. Exposed to personal finance early, I started working at 19, bought my first home at 28, faced job loss at 36 during COVID. Consulting a CFP helped grow my finances. Currently, I'm 25% short of my $5m goal.

[@user-kq8il1hr1e]

That is just amazing! Could you please tell me about your Certified Financial Planner (CFP)? This year, I'm considering some financial changes..

[@IgorAseev-mb5ro]

I work with Andras Bohm , a licensed fiduciary. Simply look up the name. The website you need to work with a letter to schedule an appointment would be included.