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Software New Consumer Staples? Joe Mazzola Examines Scale of Sell Off

Software New Consumer Staples? Joe Mazzola Examines Scale of Sell Off

Schwab Network · Schwab Network

February 24, 20265m 54s

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Show Notes

Many software names have the same P/E ratio as consumer staples giants, something @CharlesSchwab's Joe Mazzola notes as remarkable. He explains how fear is showing with a surge in options puts and makes the case now could be a time to be "scaling in" software investments. On the broader markets, Joe sees new record highs being hard to reach due to tech and other key sectors taking a backseat in trading activity.


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