Recorded on March 14, 2025.Topics:
- Analogy for the market tantrum... which is probably almost over
- Economy and risk assets will run on underlying growth going forward (vs prior fiscal stimulus)
- Lagging indicators still bearish, which will enable the Federal Reserve to ease
- International (ex-US) economies already being bolstered by their respective central banks and improving economic conditions
- US dollar strength peaked in mid-January 2025... two month lag effects almost complete
- These amplified market moves lower
- Assets, especially bitcoin and QQQ's now oversold... a great contrarian indicator
- Leading economic indicators generally bullish across the board
- Q&A from the live stream chat
