Sheesh......im seeing these articles popping up everywhere the last few weeks. Seems like no one believes the markets can do another double-digit return for 2025.... Major concerns are starting to erupt so it will be quite interesting to see what lies in the months ahead. I will say there is a strong chance of a market decline than a continous rally ....here is just another article from this weekend I have to agree....its absolutely a miracle it's trading above it's 200 day!! "If the rapid decline in analyst optimism for the Nasdaq 100 is anything to go by, the tide is going out fast," Edwards wrote. "Indeed, it is a minor macro miracle that the index is still trading above its 200 mav let alone record highs." https://www.aol.com/renowned-market-strategist-called-dot-100001080.html
Went through some charts and we can see the damage. Plenty of stuff going north. Feels like even NVDA is about to puke. China looks good though
no impetus to go higher but wall of worries, hence take the profit first. another 10 days for can and mex tariff decisions again, who knows?
I think if our markets take a hit the rest of the world is going down with us....even China As for nvda....next week is make or break. Nvda has been making strides every quarter, hasn't been a down quarter in years as they keep producing sizeable earnings and forecasts, however as I wrote last year, law of large numbers is going to whack nvda soon... Earnings this week will move markets greatly. If they miss or guide lower we could see a 2 to 3% 1 day drop this week after they announce!
He will extend the pause.....no way is he going to throw tarriffs on...he will risk extreme market behavior to the downside as inflation come roaring back. Mexico and Canada will not play, they will enact it even worse on the USA. This is no game. Trump better be careful. Any threat of these tarriffs getting out of control and we will see the equity markets collapse.
Yeah maybe global stocks will take a hit but trump wants to remove links and sink the USA alone. Investors are buying into foreign stocks. We’ve seen record inflows into foreign stocks. NVDA’s been in a range (110-140) for 9 months straight. Literally going nowhere. Next week might be a game changer or not.
Trust me I will say this again. The equity markets the next 4 years under his presidency will not be the same as it was the last time he was president and markets rallied non stop. I can almost guarantee you that the markets will be lower in 4 years than higher as he ends his 2nd term.....I wouldn't doubt if the spy is below 4000 by then.
Yes of course. That’s what I meant by “sink the USA”. All empires have an end. Trump is just the top of the American dream.