Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Business & Wealth
Market Voices
Daria Chernytska
Daria Chernytska

High-beta tech stock rallies often come before economic and earnings growth peaks, Michael Kantro notes

High-beta tech stock rallies often come before economic and earnings growth peaks, Michael Kantro notes
High-beta tech surges precede growth peaks

Michael Kantro observed that periods of strong gains in high-beta technology stocks tend to coincide with rebounds and broadening in macroeconomic and earnings-per-share (EPS) measures. He noted that each instance of a beta unwind has historically come before peaks in economic and EPS growth as well as market breadth, referencing previous such periods including 2020/2021, 2009, 2003, 1991, and 1987.

Earlier this year, Michael Kantro noted that the S&P 500 Macro Select index had climbed nearly 30% year to date, outperforming both cap-weighted and equal-weighted benchmarks (link). He also highlighted an ongoing rise in corporate margins, citing the impact of both cyclical and secular trends beyond just large-cap companies (link). These factors have been key components of his recent market commentary.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Kaiko CEO: European stablecoins still cannot compete with USDT
  • By Eugene Komchuk
  • 37 min ago
Kaiko CEO: European stablecoins still cannot compete with USDT
Editors' Picks
Adobe and AI: Is the creative software giant losing its edge?
  • By Dmytro Kharkov
  • 3 hours ago
Adobe and AI: Is the creative software giant losing its edge?
Editors' Picks
Solana vs. Base: Who will dominate the token launch market?
  • By Pavlo Kot
  • Yesterday
Solana vs. Base: Who will dominate the token launch market?
Editors' Picks
All Editors' Top Picks

Latest Michael Kantro News

Michael Kantro: Advises clients to avoid higher-beta stocks in current environment
  • By Yaroslav Dmytrenko
  • 15.10.2026
Michael Kantro: Advises clients to avoid higher-beta stocks in current environment
Market Voices
#Michael Kantro
S&P 500 Macro Select index rises nearly 30% year to date, Michael Kantro notes
  • By Oksana Koneva
  • 13.10.2026
S&P 500 Macro Select index rises nearly 30% year to date, Michael Kantro notes
Market Voices
#Michael Kantro
Michael Kantro: Corporate margins continue to rise as cyclical and secular forces play out
  • By Yaroslav Dmytrenko
  • 12.10.2026
Michael Kantro: Corporate margins continue to rise as cyclical and secular forces play out
Market Voices
#Michael Kantro
All Michael Kantro News
  • Eugene Komchuk
  • 37 min ago
Kaiko CEO: European stablecoins still cannot compete with USDT
  • Dmytro Kharkov
  • 3 hours ago
Adobe and AI: Is the creative software giant losing its edge?
  • Pavlo Kot
  • Yesterday
Solana vs. Base: Who will dominate the token launch market?
  • Pavlo Kot
  • 17.10.2026
Jobs in crypto: Which specialists are in demand now?
  • Anastasiia Chabaniuk
  • 16.10.2026
Poland's crypto paradox: A growing market caught in regulatory deadlock
  • Eugene Komchuk
  • 7 min ago
Daniel Sempere Pico: 90% of property management business paid upfront, 10% as guarantee
  • Mykhailo Ihnatenko
  • 12 min ago
Scott Redler: Knowing when to sell is as important as knowing when to buy
  • Alena Volkova
  • 31 min ago
Banks offering £300 to retain customers is discussed, Martin Lewis notes
  • Igor Krasulya
  • 32 min ago
Eric Balchunas: Stock donations to children with investment accounts offer broad societal benefits
  • Elena Nikulina
  • 37 min ago
Lance Roberts: Are higher inflation rates temporary or here to stay
Top News
  • Eugene Komchuk
  • 37 min ago
Kaiko CEO: European stablecoins still cannot compete with USDT
Kaiko CEO: European stablecoins still cannot compete with USDT
  • Eugene Komchuk
  • 1 hour ago
JPMorgan launches JPM Coin token on Ethereum
JPMorgan launches JPM Coin token on Ethereum
  • Ivan Andriyenko
  • 2 hours ago
Gold rises above $4,180 as investors reassess Fed policy outlook
Gold rises above $4,180 as investors reassess Fed policy outlook
  • Dmytro Kharkov
  • 3 hours ago
Adobe and AI: Is the creative software giant losing its edge?
Adobe and AI: Is the creative software giant losing its edge?
  • Andrey Mastykin
  • 3 hours ago
CXMT shares drop 7% despite forecast profit turnaround
CXMT shares drop 7% despite forecast profit turnaround
Live News
  • Mykhailo Ihnatenko
  • Now
Nvidia stock tests $217 as AI infrastructure worries pressure tech sector
  • Parshwa Turakhiya
  • Now
Crypto.com and Novig challenge Missouri sports betting restrictions
  • Igor Krasulya
  • Now
French bond yields face pressure as unrest threatens budget plans
  • Mykhailo Ihnatenko
  • Now
Ethereum price prediction: Can ETH break $2,440 before another liquidation wave?
  • Eugene Komchuk
  • Now
Circle plans to expand USDC into 40 new markets
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org https://gdpr.eu/ GDPR World Association of News Publishers