The Perpetual Money Machine

Getting a sense of our starting line today     January 3, 2025 Stock market concentration and overvaluation … bond market craziness … the yield curve normalizes … are consumers healthy? … the abysmal shape of our federal debt … what does it all mean for investing in 2025? As we kick off 2025, here is where we stand… Over the last two years, investors have stampeded into a handful of beloved tech stocks. The result is a market concentration so imbalanced that just 10 stocks now account for 38% of the entire U.S. market’s capitalization. As you can see below, the last time this occurred was the Great Depression. Source: Goldman Sachs, ZeroHedge, Charles-Henry Monchau Gains from these top 10 stocks have driven the lion’s share of the market’s return. In fact, their cumulative performan...

We've cracked the code to identify the market's repeating cycles. And now we're putting that power in your hands.     January 3, 2025 Our Latest Breakthrough – A Seasonality System for Growing Profits, Year After Year Editor’s Note:  You’re probably familiar with some of the terms used to describe market trends throughout the year: the January Effect, “sell in May and go away” and the Santa Claus Rally, etc. These terms refer to seasonal trends that have been observed in the market. And just like when you're planting a garden, when there are specific times that plants should be harvested, the same is also true for stocks. That's where our corporate partner, TradeSmith, comes in. They’ve developed a tool that can help you find the best times to buy and sell a stock. And on January 8 at 10 a.m. Eastern, Tra...

It's that time of year again, when stock market forecasters like myself make predictions about the months ahead     January 3, 2025 My Top 10 Stock Market Predictions for 2025 It’s that time of year again – when stock market forecasters like myself dust off their crystal balls to make predictions about the months ahead. Last year, I made 10 big predictions about the stock market for 2024 – and, pretty amazingly, most of them ended up being spot-on! I said the S&P 500 would rally more than 15% in 2024. As of this writing, it is up more than 25%. I anticipated that growth stocks would continue to crush value stocks. And they did, with growth stocks broadly outperforming value stocks by about 3-to-1 throughout the year. I said AI and tech stocks would stay the hottest stocks on Wall Street. That has certainly been the case. As of t...

The best and worst of the market in 2024     January 2, 2025 3 Market Highs and Lows of 2024 Dear Savio, I hope you enjoyed ringing in the New Year! Around this time, we look forward to the New Year, make any resolutions and see what might be in store for us. In fact, before the holidays, I chimed with a few predictions for 2025 of my own. You can read them here . But of course, you can’t really ring in a new year without first taking some time to reflect on what happened in the previous year – the good, the bad, etc. So, in today’s  Market 360 , I want to talk about three of the best and three of the worst moments in the market during 2024. I’ll also share how you can fully prepare to profit in 2025. Let’s get right into it… High #1: The Fed Cuts Rates...