Thoughtful Money with Adam Taggart · Sunday, June 28, 2026
Adam Taggart and Louie Gav discuss the market's performance, noting that the breadth of the international market is not strong, with only a few sectors, like semiconductors, performing well. Similarly, the US market is not showing broad strength, with banks, a key economic indicator, trading sideways despite a strong economy. This suggests a market heavily reliant on specific sector performance.
“So, to be honest, the trends internationally aren't that different from trends you see in the US.”
“I mean, this year, it's very much being a case where if you own, you know, semiconductor stocks, if you own semiconductor stocks, you've had a monster year. And if you didn't, then you didn't.”
“Um, so, yeah, like, I think that's that's one key difference, perhaps, between the US performance this year and, and global markets.”