WTF... The last time this happened...
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- Опубліковано 28 вер 2024
- Stock Market, Stock Market Crash, SP500, SPY Stock, QQQ Stock
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This video is not investment advice. Disclaimer: bit.ly/3mH9FMB
One point of anecdata: The CIO of one of my clients (a >$200B AUM asset manager) sent out an internal memo in August urging money managers to sell the first rate cut and trim exposure to megacaps. Smart institutional money does not view the start of a rate cut cycle with equities already at ATH as a bullish indicator...
No way Powell will cut by 50bps in my view given his conservative track record. He knows inflation returning is worse for average citizen than a recession. He will go slow and steady.
Conservative AJJAJAJ
@@danielmoreno2969 how is that funny? Jerome Powell is widely known as a more conservative federal reserve chair.
@@humanbeing5300 Look, "Conservative" He flood the Market with Trillions, upon trillions and was too late to fight it, he tried to catch up but he was late, he should have go for 7,5 rate but was too weak he is just as controlled but now there is no denying it now the market does not like rate cuts so he will not give it, he is as liberal as he is 2018 and 2020 through 2021. now he was late, and we dont have inflation it is stagflation whatever they o its no manual he will not give rate cuts but he is not thinking in the average joe LIke come on men do you believe that crap.
Yes, I have been trimming my long position in bond funds recently. I made enough profit after accumulating a heavy stake all summer. Raising my cash allocation, to buy the dip after people are disappointed with "cutting only 25 bps"
Look at the futures chart
Hasn’t the market been expecting rate cuts all year? Not like this week is new news.
But I want it to happen :-) just opportunities for some of us to have higher DCA buys during that time. And stay away from trying to time it right
My expectation is a .25 cut which is priced followed by a small sell-off. I'm looking for a very specific opportunity to sell call credit spreads on SPY.
How does the Fed thread this needle? Let's go 37.5 bp's!
I always wondered why they didn’t split the difference.
They would have to do 100.. like 6 months ago... rates lag alot
@@randyd2690 You think the economy has slowed too much? CPI core is still high.
@@cshaw9683GDP is negative, inflation adjusted
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Thank you so much for your content, it's been so educational and helped the learning curve
Since Canadas being rate cuts would buying Trow be worth while ?
watch the volatility it will get crazy at tops
Everything is only going up, hyperinflation is here
I have 562 puts expiring Friday but my breakeven is 554.50 🙏🏽 for me
Bitcoin 26,000 here we go!!
Excellent weekend video ! Thanks for sharing
Thank you too
When it goes down, here come the layoffs! SAY GOODBYE TO YOUR JOBS!!
I trimmed my risks near close Friday. I'm just holding long term investments and will buy any dips on those (unless there is a blackswan). After the elections I will trade. For now cash and sit it out.
Reasonable. Good shit dude.
the qqq is at 42 p/e
Market only goes up, new ATH’s incoming.
Buy buy buy!
Source..?
Short the Shorts woooo
Everyone conveniently fails to acknowledge the ‘08 recession was so bad and long because of the housing bust. We don’t have a massive economic bubble waiting to burst at any moment.
AI is the current bubble
@@ericscott6864 An economy wrecking bubble? I don’t think so. Any effects from a correction or slowdown will be short lived.
I'm not trimming my Nvidia at 106 and 94😂I'll let it rock
Same but I'm selling and rolling calls🎉
@tynickerson7980 yea bears are betting against Jensen...big mistake in my opinion
Bitcoin is an amazing indicator for liquidity in the system.
Bitcoin is an indicator of speculation not liquidity
@@ericscott6864 I agree that it's a retarded asset, nonetheless it gives us a great idea because of that on the money expansion.
U are sharp
.... September entering toe seasonal worst 2 weeks of the year... likely selling for a few weeks. The bear case = weekly SP500 is currently a double top. If the double top fails it migrates to a weekly H&S with new all time high head formed by October volatility. Fed pivot in 2000 and 2008 were both followed by a 3.5 week rally, both of which subsequently broke down into their respective crashes. Maybe this time it's different due to the delusional AI bubble (complete with magical and instant ROI from $trillions invested) and we push on to a fully fledged blow off top (the 'head') around 6000. Santa rally for 2024 and then a new year hangover with AI chickens coming home to roost. If unemployment continues to rise into the first quarter 2025, the 'market' will start to accept defeat and will start pricing in recession which will trigger the end of the blow-off top and the start of secular decline as institutions sell into the weakness at blow off top all time highs knowing that it could be quite some time before we get back to 6K again.
you guys love doom and gloom
Bullish as f***
I did run out of crypto in middle of March, earn some few extra dollars on bigger pull backs and now i'm waiting for precious black swan event. 👍😁
yes it will go down it's September
Thats what i thought but nope only goes up
You had me at F*CK😂
I knew it!
@@Dref9ed Every UA-camr on the planet is a beggar for views. If you don't get any views, what is the point of having a channel?
Definitely 25 bro we know this guy
The trigger for this event imo was the helicopter money phase of the economy in 2020
Yes, we do want to go back to 510ish. Buying opportunity.
oediv eht ekil
I listen to you as one of my bull thesis influences.
HISTORICALLY KEY WORD
Your analysis is app.
TRIM BABY TRIM
WTF??
337 Pollich Cliff
I trimmed large caps and such on friday myself.. Kinda wanna see some more rotation into small caps..
Sold my spy spread on Friday for a small loss
everyone thought we were going up last week and we did
💪😎🎸 KILLA 🎸🦇
@stockstoday please provide current PE not forward PE which is pricing in this mythical soft landing. Current P/E ratio is over 29 which is double historical average.
That is exactly what I presented? trello.com/c/KBJeLcD8/171-sep-15-weekend-video
forward p/e ratios (factset)
spx to 6k this week easy
Nope..