Netflix goes dark!

                              

The stock market has its ups and downs, but something very unusual is underway. 

The market's leading stocks are defined by their out performance.  Following the Trump tariffs sell-off, a rotation of critical metals and A.I. related company stocks logged massivfe gains. Following their peaks, they have entered bear market territory with huge losses. Many of them have been range bound for nearly a year, but the lengthy bottoming out period has broken down, and new lows have been established. The renewed selling through October has been nothing short of extraordinary as many previous winners are now down 65-75%. ​

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Netflix NFLX has arguably been a core stock portfolio holding for many years. The stock was reliable and out performed alternatives. But something has changed and the stock is not only a laggard failing to at least undergo some kind of bounce. The depth of decline from the June 2025 high is 50%. 

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In this case, it's easy to point to changes in the streaming industry as Paramount has merged with Warner Bros. giving them a much larger share of industry revenues. But the size of the loss in NFLX and apparent lack of bottom fishing buying is extraordinarily pessimistic. If this was isolated to Netflix NFLX, it would be insignificant, but NFLX isn't alone.

 

Something has changed in the stock market and it matters. What is going on and why are the market averages still hanging around near their highs?

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