2026-03-30 02:15:18

Wedbush's Basham issued a warning: high interest rates + high oil prices mean the stock selection logic is changing.

Translate: No chance of interest rate cuts anymore, oil prices are still rising, and the previous logic of making money through a "Fed pivot" has completely failed.
The S&P 500 has fallen 7% since the beginning of the year. The Nasdaq has dropped over 10%. VIX is at 29.5.
The current market is not about choosing the "best stocks." It's about selecting the "most resilient stocks."

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