Fort Sheridan Advisors
The Momentum Unwind
Market Update | AI Selloff, Fed Decision & Big Tech EarningsThis week, we break down one of the biggest reversals in AI and momentum stocks on record, what the Federal Reserve's latest decision means for markets, and the major takeaways from earnings season.In this video, we discuss:-Why crowded AI trades experienced a historic unwind-The record reversal in momentum investing-What Korea's market correction says about the global AI trade-Why value stocks significantly outperformed momentum in July-The Federal Reserve's latest meeting and what it could mean for interest rates-Microsoft's, Alphabet's, and Meta's earnings results-Why cloud computing continues to be a bright spot for big tech-Our perspective on Microsoft's valuation and long-term outlookWhile headlines often focus on the S&P 500, important shifts are happening beneath the surface. We explain what's driving these market moves and what investors should be watching in the months ahead.If you have any questions or would like to discuss how these developments may impact your financial plan, we'd love to hear from you.Subscribe for weekly macro updates and portfolio strategies.Visit our website: https://fortllc.com/Reach out: fsa@fortllc.com#Investing #StockMarket ___________________________________________________________________________Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This presentation is not intended to be relied upon as forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this presentation are derived from proprietary and nonproprietary sources deemed by Fort Sheridan Advisors, LLC to be reliable. The presentation may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projection and forecasts. There is no guarantee that any forecast made will materialize. Reliance upon information in this presentation is at the sole discretion of the investor. Please consult with Fort Sheridan Advisors, LLC financial advisor to ensure that any contemplated transaction in any securities or investment strategy mentioned in this presentation align with your overall investment goals, objectives and tolerance for risk. Additional information about Fort Sheridan Advisors, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-70517. Fort Sheridan Advisors, LLC is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax.
