Monthly MOTR Checkup: "A Rising Tide Lifts All Boats" (those with slack in their anchor line)

Опубликовано: 16 Июль 2026
на канале: MOTR Capital Management & Research
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LINK TO MOTR WEBSITE
https://motrcmr.com/

While valuation is known to not be a very effective timing tool, at a certain point, it becomes so extreme that it does matter. This month, we dig into this, plus the current market environment, and prospects for a renewed inflation surge.

0:00 Introduction
3:05 Current Market Structure
9:59 How I Select Stocks
15:27 Buying High PSR Stocks
19:11 Let's talk about NVDA
32:01 MAANAGeMeNT Support Zones
37:23 Important charts to think about
40:29 Summary