Something Important Changed In The Markets Last Week

Near-term, anything can happen, but the outlook has changed for the markets next year

Every once in a while we like to reiterate the following: Our number one goal is to help investors look at the markets in a way they wouldn’t normally view them. This leads us to talk about issues that most people are not focusing on…and when we do look at the mainstream issues, we try to do so from a unique angle. We also try to provide issues from both sides of the bull/bear ledger each week…while still letting you know where we stand.

On top of this, we want to mention a couple of items from this week’s edition. First, some of our comments are a bit longer than usual, but we think they’re quite important. With this in mind, we’ve tried to keep the other comments shorter than usual…..Second, we also want to point out that the “Summery of Our Current stance” comment this week (#10) is one of those that is a bit longer than usual. The reason for this is because we wanted to review out overall thoughts for 2025. So, we hope you find it compelling.

Finally, due to the holidays, we will not be publishing next weekend. So, our next weekend piece will come in two weeks (the weekend of January 4^th)……………..We hope everyone has a fabulous holiday season…and a very happy New Year!!!

Table of Contents:

1) Why is there so much turmoil in the world today? Will it eventually impact the markets?

2) New innovations are always seen as ways to value the market differently, but they never succeed.

3) Why the level of liquidity in the marketplace will be critical for the markets again next year.

4) Confirmation that “higher for longer” is back, (but a near-term breather is likely).

5) Index charts: Not as much change as you might think, but there are still levels to watch.

6) Why late-December 2025 is so eerily similar to late-September 2018.

7) The homebuilders are getting very oversold…and thus they’re getting ripe for a bounce.

8) “The Fed is too optimistic about growth.”

9) Potpourri…..Big intra-week drop in Bitcoin, but no damage was done.

10) Summary of our current stance….Looking towards 2025