Today’s On The Tape is Presented by CME Group and iConnections

The Bull Case For Stocks as S&P Hits 5,000 with @LukeGromenFFTTLLC

On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!

Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market outlook.

Topic Timecodes:
Major Stock Moves (0:00); China (18:10); Bad Feelings, Good Economy (22:45); Commercial Real Estate (26:05); Sports Stocks & Picks (33:00); Luke's 30k Foot View (36:40); Luke's North Star (43:30); Warning Signs (48:30); U.S. Debt Concerns (54:50); Real Interest Rates (58:20); Yield Curve Inversion (1:04:30); What's Next? (1:10:00); Gold (1:16:15).

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WHAT WE’RE READING

• S&P 500 Rockets From 4,000 to 5,000 With Economy Humming Along (Bloomberg)

• S&P 500 Could Rise to 5,300 After Hitting Latest Milestone, Says UBS Wealth Head (CNBC)

• Einhorn Says Markets ‘Fundamentally Broken’ By Passive, Quant Investing (Bloomberg) 

• Can Dividend Investing Rise From the Dead? (WSJ)

• As China Markets Flail, Rest of the World Is Roaring Ahead (Bloomberg)

• China’s Economy Under Pressure as Inflation Drops at Fastest Pace in 14 Years (Bloomberg)

• Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI (WSJ)

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