Sentiment Shaken, Stocks Stirred, and Retail Traders Rush In

Episode 227 of the Investopedia Express podcast with Caleb Silver (Feb. 24, 2025)

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A swift drop in investor and consumer sentiment rattled the ‘Immaculate Rotation’ from growth to value stocks, sending the stock market off of record highs. But that hasn’t stopped retail traders from rushing back into the stock market at levels approaching 2021 highs in search of dips across mega cap tech, A.I. and consumer discretionary stocks. Is our timing as bad as it was during Roaring Kitty’s heydays? Plus, Warren Buffett’s annual shareholder letter dropped Saturday with its usual dose of wisdom and humility. But it’s hard to be humble when your holding companies generated $47 billion in operating profit last year, and you are sitting on $343 billion in cash.

Links for Show Notes:

• https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11683487
• https://www.investopedia.com/berkshire-hathaway-earnings-q4-fy24-warren-buffett-11684624
• https://www.investopedia.com/featured/original/investopedia-explains
• https://www.bespokepremium.com/interactive/research/think-big-blog/
• https://www.vandaresearch.com/news/
• https://berkshirehathaway.com/2024ar/2024ar.pdf