The Taylor Market Report (9/9/25)
After the Fed lowers rates next week, then what? Don’t be greedy. Markets are way overdue for a correction. Bitcoin needs a shakeout, gold signals trouble, and the S&P 500 is way, way overvalued.
The Taylor Market Report (9/2/25)
Summer fades as markets wobble: jobs data may drive Fed cuts, Venezuela tensions rise, shutdown looms, gold hits new highs, and stocks + crypto face sharp downturns. A short week ahead—hedge up as volatility spikes
The Taylor Market Report (8/26/25)
Last week was a turning point. The Dow hit a new high, but employment is souring and any rate cuts now signal weak growth. Bitcoin is the canary in the coal mine. It will lead the markets down hard. Get hedged, get short, lower risk, and be careful.
The Taylor Market Report (8/19/25)
Inflation has NOT gone down. Running 3% is not good. Markets have fully priced in an interest rate cut at the next Fed meeting. First it was 50 bps, now 25 bps — but there is a growing chance of no cut. A downside "dump" will be severe and sudden. Just saying.
The Taylor Market Report (8/12/25)
Counting the days until Labor Day and the official end of summer — and the beginning of football season. Time goes by fast. So far, the financial markets are in the “Golden Age of America.” Inflation is moderate, employment is solid, and rates may come down in September.
The Taylor Market Report (8/5/25)
BTC has been trending down with a whole lot of good news and bullish investors totally in. A shakeout looks to be looming. I'm long-term bullish but it’s time to sit back, be neutral, and wait. Hedge if you're not sure—September and October have usually mangled the bulls.
The Taylor Market Report (7/29/25)
A case can be made for a sharp ‘melt up’ rally or a sudden drop (including bitcoin). It’s not hard to find bullish (and fully invested) people. Scary. What kind of good news is left out there?
The Taylor Market Report (7/22/25)
It certainly appears that everything is going up. Stocks, gold, crypto and investor's complacency. Higher and higher. I would say I've never seen anything like it, but I have. 1987. Specifically, the summer leading up to October 1987.
The Taylor Market Report (7/15/25)
HAPPY CRYPTO WEEK. There will finally be clear and certain rules that will allow more innovation and open the doors for increased investment. As might be expected BITCOIN and ETH had a good week.
The Taylor Market Report (7/8/25)
Circle your calendars — next week is "Crypto Week" in Washington. The House and Senate will consider three major crypto bills that could bring long-awaited regulatory clarity. Strong signs all will pass.