I hate this market I have cash and can’t find anything that isn’t overpriced to buy. And I don’t regret not buying a few months ago because so many stocks are still the same price. We’ve priced in rate cuts ten times already and yet that isn’t even good news it’s just a return to the new normal
@dasemifake3 ай бұрын
I'm all in on this with bonds. Hoping recession hits and interest rates go lower, selling for profit. In the meantime, I'm getting 5% on cash.
@jackp.o.t.77243 ай бұрын
Jesus. Take a Look at US dept. Increase. To much bonds at the markets for to less buyers..... China, india, Japan etc. Want to get rid of US bonds as well.
@Peter-q8v6v3 ай бұрын
What if inflation is sticky and CB are confronted with a trade-off between higher rates to tame inflation and a recession.
@Mrgenerosity7773 ай бұрын
Legendary call; lots of smart money doing the same.
@David_Brinkerhoff933 ай бұрын
You and everyone else ...
@motogp92533 ай бұрын
What's the best way to purchase some bonds?
@Cr236593 ай бұрын
My gatherings from this is at best we have a little bit more to go before a strong downtrend. I’ll take profits and buy back in next large dip. 5% money markets are fine for now.
@ftapon3 ай бұрын
When you zoom out to 2024-2030, it will matter little when you became defensive in the 2H 2024. What matters is that you do it. I'd rather cash out now than when everyone else is rushing toward the exits.
@stevenson7203 ай бұрын
What happens if this is 1995 and the fall doesn't happen until 2026 etc..
@Whanlon3 ай бұрын
Almost every indicator is flashing red Shiller PE, Buffett Indicator, Treasury yield spread and more. We are in for a ride.
@Hans-j5c3 ай бұрын
You guys said 90 days left 60 days ago already!!!!!!
@Compoundingisking3 ай бұрын
Sound like opportunities coming in the future I’ve been putting cash on the side for a big crash.
@sowasvonkeinplan3 ай бұрын
@Game of Trades: *You're ignoring one major aspect, which is different from 2001, 2008, etc: GOVERNMENT DEBT!* There is a ton of concerns about the US Gov debt surge, which started somewhat after the financial crisis. Extreme debt leads to rising Long End Bond Yields, which is equivalent to falling bond prices. So it is actually possible that we would already see a rather strong rise in TLT (due to recession concerns) if debt to GDP ratio was not at an all time high and Donald Trump and his expected fiscal politics were not the most likly scenario preventing long end yields to come down any further and therefore holding TLT prices in some sort of equilibrium. Investors might fear that a recession could even amplfy the debt to gdp problem making it worse. Therefore a risk premium is needed regarding the TLT yield, so the TLT cannot skyrocket. Just my 2 cents. 🙂
@davidscholz74893 ай бұрын
Didn't mean there is a 100% chance of rate reduction in September. Outcomes are not mutually exclusive but rather one is the subset of the other. (You can see that just by adding them up together, which is more than 100%)
@growthrate9743 ай бұрын
There will likely be a final squeeze up to eliminate short positions typical of this period.
@power12123 ай бұрын
You can never time the market, when it does go down just enjoy the ride and buy more.
@GibsonJames-gr3on3 ай бұрын
Engaging in active trading versus long-term investing requires unique strategies for maximizing returns. Active trading involves frequent buying and selling of securities, aiming to capitalize on short term market fluctuations. On the other hand, long-term investing focuses on holding assets over an extended period, leveraging the power of compounding.
@tkk46713 ай бұрын
훌륭한 분석입니다. 다만 저는 미국 경제가 단지 적당히 식고 있다고 보일 뿐이고 침체에 빠질 것 같지는 않습니다.
@ritzenhauf3 ай бұрын
How are YOUR assets allocated right now?
@businessclasstn14423 ай бұрын
I think Bitcoin will Peak Out around Oct-Nov..& Alts too..than Major Correction as u Said
@genomedia443 ай бұрын
Love this kind of analysis
@effingsix38253 ай бұрын
In the stock market rally, credit quality has deteriorated, which can be seen in the ratio of LQD/JNK. There’s a spread opening between the Dow and Dow Transports, just like in 2000. Looks a little different between this time and 25 years ago, but essentially the spread between transports and the Dow is signalling a recession for the first time in a generation.
@camela8445Mar3 ай бұрын
The headlines are terrifying.
@tonatiuhdeleon82363 ай бұрын
What are you using to do your visuals?
@Kattyol13 ай бұрын
The headlines are terrifying. But remember, we've been through this before. It might just be another cycle.
@GamingFusionVibes3 ай бұрын
All recessions happen not because they cut interest rates of course, but it is because they are raising them, slowing and weakening the economy, obviously.
@Loukrozb2 ай бұрын
Can you please put a date on your ‘shorts’ videos. I feel like timing is important for the information you cover
@alexandrejuve13053 ай бұрын
Trying to pint point the market is extremely dangerous, if you think that we are close to the top is temerity to keep going.
@martingerard22593 ай бұрын
G.O.T is awesome!
@4hartrich3 ай бұрын
Two year notes are going up in price down in yield today
@wi11ialvl3 ай бұрын
My biggest stake is in MSFT and it's been on a decline for a month. I think I'm about to cash a large chunk out.
@Dan166733 ай бұрын
Buy puts and use em if you need
@350zLeMans3 ай бұрын
Best video Ive seen on this topic
@rexmundi2733 ай бұрын
Follow the 2 Year US Treasury yield instead of TLT.
@chiefdale882 ай бұрын
First rate cuts came in september 2007 not june 2007
@das20032 ай бұрын
What do you expect might happen once the FED cut rates in September? Will that not boost the economy and thwart a recession?
@--Steve3 ай бұрын
Great work as always
@M314-t5p3 ай бұрын
Amazing info, Thank you for sharing your knowledge.
@walkerhaw54683 ай бұрын
What do you mean 90 days. Probably less than 15 days dude. Have you seen the debt clock?
@MarcoFrantz3 ай бұрын
Great analysis. tks
@rjsrox073 ай бұрын
the fed actually pivoted in sept of 2007 not in June, which is interesting.
@synjinkai24113 ай бұрын
01 was the .com bubble and 09 was the credit crunch. The macro situation isn't as bad as those 2 runs.
@flarnnetwork29523 ай бұрын
Time to get out? Maybe BND and chill till it all blows over?
@enthused75913 ай бұрын
Cash is about to get 60% of its buying power back when stocks and homes are worthless here shortly. It's definitely coming, math has never been wrong before now.
@alfredomarchione60173 ай бұрын
Vicious decline is here, stocks are a leading indicator… selling after it hits is a guaranteed moneyloser
@khanfauji73 ай бұрын
This time tho - it will be different because of… AI and the modern monitory policy and then politics of keeping you job at the cost of the country.
@EBackwards3 ай бұрын
Soooooo you're saying I have 89 days left to shell more money into my China Penny stocks? ON IT! 🤣
@riccardon36853 ай бұрын
Wonderful analysis!
@markkaminski40283 ай бұрын
I don't get your probability math at 58 second in. Probability is probability, and I don't think you can simply add those.
@stock_byte3 ай бұрын
Very insightful, thank you :)
@Mabelabal2k13 ай бұрын
Awesome analysis keep up the great work!
@anuarpatjane53933 ай бұрын
90 days? or 90 minutes?
@andrewfritzen89853 ай бұрын
September - December 2025calling the top
@andis90762 ай бұрын
You said 90 days, it happened the next 3-4 day !
@kahunamatata20453 ай бұрын
Excellent and interesting content with no bullshit. Thank you!
@MarkShinnick3 ай бұрын
Who is wanting US debt with such terrible demographics?
@ElaineHuang-c5w2 ай бұрын
😂 famous last word bro. History teach us again and again, do not time the market, because NO ONE can predict the future except GOD.
@grandmastersake3 ай бұрын
F$&king Excellent video!
@hottrendztech3 ай бұрын
Amazing info ❤
@kdhlkjhdlk3 ай бұрын
Nah, I'm good. This is why I keep a cash position around.
@moritz90772 ай бұрын
calm down lol. even if it goes down, it will go up again