Originally Aired 2/22/2025
📊 Market & Portfolio Commentary
- February OPEX (Options Expiration): 2/21/25
- Current Outlook:
- Market weakness is being "pressed out"
- Expecting a buy-the-dip opportunity
- Monday's action will be telling
Macro View:
- March & April: Anticipate rising economic growth and slowing inflation
- February: Both growth and inflation expected to slow
- Bond yields breaking down, signaling changing sentiment
- Market Distraction Alert:
- Media noise around HKU5-CoV-2 virus in bats
- Same virologist as SARS-CoV-2 (Shi Zhengli)
- No evidence of human spillover yet — likely amplified due to CDC layoffs
🧠Insights & Reflections
- "Marketing Statement" Observation:
- Ancillary Data & Human Behavior:
- "Broken Heart Syndrome" anecdote (mother-in-law)
- Early Retirement Syndrome:Research shows 2% increase in mortality at age 62
- Effect isolated to early Social Security eligibility
- No similar spike when retirement age was 65
📖 Purpose & Meaning-Oriented Data
- Biblical View:
- Proverbs 29:18 – "Where there is no vision, the people perish..."
- Ephesians 2:10 – "Created in Christ Jesus for good works..."
- Psychological/Philosophical Insight:
- Viktor Frankl – Purpose and meaning as central to human resilience
📞 Contact Allan Malina to review your financial plan:
434-316-0246 | www.servuscm.com
