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Friday, April 25, 2025
Sentiment, Sector Rotation, Bond "Yips", Beyond Tech Talk, And A Quick Look At Markets (video)
Wednesday, April 23, 2025
Curb Your Enthusiasm (just a bit)
Well, not so fast... As I type, a bit before the close, while the major averages are up impressively, the overall sector breadth says this is anything but an all-in, back-up-the-truck day in the stock market.
"The Times We're In", And A Quick Look at Stocks (Up), Gold (Down), etc. (video)
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Monday, April 21, 2025
Would A Rate Cut Help? Questioning Dollar Assets & A Quick Market Snapshot (video)
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Thursday, April 17, 2025
Careful What You Ask For & Gold Getting Stupid (video)
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Wednesday, April 16, 2025
Quotes of the Day
Following up on Wednesday's post where I suggested that the Fed will step in, as aggressively as needed, should the credit market "need" it.
Here's Peter Boockvar suggesting that -- from the horse's mouth -- that's all (or the first) we should expect, at the moment:
The 2025 Concern(s)
4/11/2025
As/if the data worsen, and the market continues to wane, the inflection point for the administration to do a dramatic turn in rhetoric and start talking up great conversations and trade deals in the works may come sooner than later.
The 2025 concern is the potential for negative momentum (recession risk) to gain steam and, thus, see that typical 40+% (recession) hit to equities before it's over.
Along the way we’ll no doubt see some massive rallies, that -- if indeed this is a bear market -- will sadly suck in unsuspecting fomo-(fear of missing out)-ridden retail investors... Only to break their hearts during the next leg down.