@@Themarketchronicles I don't know anyone else at all who does this type of analysis. Thank you so much for making these videos and substack articles!
I have puts on HD, Sbux, and SMH expiring in January. 1 NVDA $140 put expiring this friday and 1 NVDA put expiring march with an XHB put also expiring in March. That being said i don’t see this “bubble” popping anytime soon. Only problem remains the debt load and valuations but like i’ve said before those haven’t mattered yet and valuations can get a lot more frothy.
DXY stuck in range = keeping stock going higher and credit spreads going down , great observation! US 10Y is more correlated to USD/JPY than DXY. IF USD/JPY is topping this might put a top on US rates. BOJ will keep rates steady or higher while US rates go down over time. It seems bullish for yen and TLT.
People keep calling for a blowoff top, but it's either already happened or is happening right now. 60K would mean a dow dividend ratio hovering a hair over 1% and a PE ratio of 38. YEah - not gonna get even close to that
i don't see how rates can go down with the borrowing, wars, credit spreads, I am also stunned at the delay....hang in there, D.C. isn't getting any smarter...
and yet I spend the entire video telling you of things to watch and potential signs, yet no one pays any attention, and yet you only looks at a title or thumbnail.
The data and analysis is what it is. From a purely technical standpoint the market is overdue for a major correction, and the election rally produced a false breakout in the market as a whole and nearly every stock reaching new highs.
If you're not a Technical Analyst, then ur not understanding - and maybe not capable of understanding what Mike's awesome data presentation insights and analysis are all about.
@Themarketchronicles Thank you. Just had a look and it definitely explains a lot. Do you expect them to continue to go down? Or stall since inflation exp is rising?
@@Themarketchronicles Audio works just fine on your other YT videos but not this one. Have same YT audio settings applied. Must be glitch in the Matrix.
What about the jobs numbers…..would it have a damper on higher interest rates 🤔…..it seems inflation is over concerning to the Fed especially with Trump wanting lower rates. Powell…..capitulated the last time Trump wanted lower rates.
CAN'T lower rates with hot inflation. We're facing bad economic conditions regardless: If economy ramps up with more jobs = higher inflation. If economy cools down with decreased wages/jobs = stagflation. There's no easy way out of where we're at, and stocks need to correct regardless
Bulls make a little money over time, then lose it all at once. bears make fortunes all at once ... which is all the money bulls keep pouring in to an overbought, diverged, exhausted market. Sooo... I'll be SPENDING YOUR MONEY SOON 🤗🤗😊😊
@@dr.mikejohnson571How about you be a bull in a bull market and make money and when the trend changes to a bear market you become a bear and make money as well?
People wanted things to be affordable again. The prices including housing have to come down drastically and it will happen may be middle of his presidency. The fed did the damage to the system in Octv2023 to help democrats and that backfired spectacularly but the ending is not written yet.
???? Tariffs r paid by companies cheating America on DISCRETIONARY products. If they raise prices, people will stop buying their products and buy competitors products - THAT'S WHY TARIFFS WORK
Mike - this sort of analysis is why I follow you. You don't get this kind of analysis on CNBC.
Thanks
@@Themarketchronicles I don't know anyone else at all who does this type of analysis. Thank you so much for making these videos and substack articles!
I have puts on HD, Sbux, and SMH expiring in January. 1 NVDA $140 put expiring this friday and 1 NVDA put expiring march with an XHB put also expiring in March. That being said i don’t see this “bubble” popping anytime soon. Only problem remains the debt load and valuations but like i’ve said before those haven’t mattered yet and valuations can get a lot more frothy.
DXY stuck in range = keeping stock going higher and credit spreads going down , great observation! US 10Y is more correlated to USD/JPY than DXY. IF USD/JPY is topping this might put a top on US rates. BOJ will keep rates steady or higher while US rates go down over time. It seems bullish for yen and TLT.
I've convinced at this point that Powell specifically says and does things to hurt my port 😂
Nothing matters, the market is going up and everything is awesome. The Dow could easily go to 60K.
Amen
Exactly what's happening
This is called capitulation. U will get caught lacking
Couldn’t agree more
People keep calling for a blowoff top, but it's either already happened or is happening right now. 60K would mean a dow dividend ratio hovering a hair over 1% and a PE ratio of 38. YEah - not gonna get even close to that
i don't see how rates can go down with the borrowing, wars, credit spreads, I am also stunned at the delay....hang in there, D.C. isn't getting any smarter...
This is forever bull market
"Pride goeth before a fall". Literally no better statement describing this market
Great video
I always enjoy your commentaries. Thank you Mike.
Mike, have you ever been bullish ? Every video from you have bearish stance yet market keep going up.
Yet we still continue to watch
and yet I spend the entire video telling you of things to watch and potential signs, yet no one pays any attention, and yet you only looks at a title or thumbnail.
The data and analysis is what it is. From a purely technical standpoint the market is overdue for a major correction, and the election rally produced a false breakout in the market as a whole and nearly every stock reaching new highs.
If you're not a Technical Analyst, then ur not understanding - and maybe not capable of understanding what Mike's awesome data presentation insights and analysis are all about.
thanks
If inflation expectations are ramping up why do we have IWM at all time highs?
Because retail doesn’t pay attention to macro fundamentals
Have you looked credit spreads recently?
@Themarketchronicles Thank you. Just had a look and it definitely explains a lot. Do you expect them to continue to go down? Or stall since inflation exp is rising?
Interest is up stock market down
Any thought on PCE coming in hot this Wednesday. .4 or higher?
no idea
This is a bloomberg terminal right
Yes
Tired market.
Mike, where can I get those charts you work with ?
i use the Bloomberg terminal
where's the audio?
Broken speakers?
@@ThemarketchroniclesIt was in the left channel only.
@@Themarketchronicles Audio works just fine on your other YT videos but not this one. Have same YT audio settings applied. Must be glitch in the Matrix.
No audio?
Maybe your speakers are broken?
the bubble will burst in feb/march
This feels way more likely than anything he says.
How could you say something so reasonable
MANY THANKS for sharing your hard work, data and insights Mike 🙏🙏🙏
Much appreciated
What about the jobs numbers…..would it have a damper on higher interest rates 🤔…..it seems inflation is over concerning to the Fed especially with Trump wanting lower rates. Powell…..capitulated the last time Trump wanted lower rates.
CAN'T lower rates with hot inflation. We're facing bad economic conditions regardless: If economy ramps up with more jobs = higher inflation. If economy cools down with decreased wages/jobs = stagflation. There's no easy way out of where we're at, and stocks need to correct regardless
@@dr.mikejohnson571stagflation? Really? Did you see what happened in 2008 after transitory inflation?
No audio
Check to maybe sure your airpods are charged
Bulls make money, bears sound smart
yea, that is not the saying..
Bulls make a little money over time, then lose it all at once. bears make fortunes all at once ... which is all the money bulls keep pouring in to an overbought, diverged, exhausted market. Sooo... I'll be SPENDING YOUR MONEY SOON 🤗🤗😊😊
@@dr.mikejohnson571I am a bull in a bull market and a bear in a bear market. So whether the market is going up or down I’m making money
@@dr.mikejohnson571How about you be a bull in a bull market and make money and when the trend changes to a bear market you become a bear and make money as well?
Tariffs will lead to runaway inflation. Higher deficits. Higher interest rates. S&P500 by the end of Trump's term will be 2500.
I sure hope so
or 10000
People wanted things to be affordable again. The prices including housing have to come down drastically and it will happen may be middle of his presidency. The fed did the damage to the system in Octv2023 to help democrats and that backfired spectacularly but the ending is not written yet.
???? Tariffs r paid by companies cheating America on DISCRETIONARY products. If they raise prices, people will stop buying their products and buy competitors products - THAT'S WHY TARIFFS WORK