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.
The Taylor Market Report (7/1/25)
Wars have proven to be non-events for markets. Nothing makes much difference except bullishness. What could possibly go wrong? Time to remain neutral, reduce risk, do some hedging, and have a good summer. Not time to be a hero.
The Taylor Market Report (6/24/25)
A big and very unpredictable surprise is looming, and no one knows how it will play out. Going to neutral on everything: BTC, ETH, GOLD, S&P 500. All bets are off. Risk/reward not worth being involved. When in doubt, sit it out.
The Taylor Market Report (6/17/25)
Something BIG and very UNPREDICTABLE is going to happen. And, no one knows how it will play out. Not even the players themselves. Time to sit this out. Going to NEUTRAL on everything. BTC, ETH, GOLD and S&P 500. All bets are off.
The Taylor Market Report (6/10/25)
The summer of 1987 was very similar to today. Stocks marched higher and higher until…October showed up. Then...crash. A quick 25%. Keep your powder dry because crashing markets are hugely profitable......and fun, when you're short.
The Taylor Market Report (6/3/25)
This Friday brings the May NFP (Non Farm Payroll) report. Whatever number it is (+150K??), it won't matter much. Neither will other economic numbers scheduled for the month. So, what to do? It might just be a slow motion "melt up" all summer.
The Taylor Market Report (5/27/25)
Waiting for Fed interest rate decisions, employment numbers and economic numbers is so passe' and meaningless. Its all about the TARIFFS. Ukraine/Russia war? Nope, TARIFFS.
The Taylor Market Report (5/20/25)
The evening sky is rosy red and beautiful. But that color is caused by a forest fire burning ever larger. Check your risk tolerance.
The Taylor Market Report (5/13/25)
Don't look now but BITCOIN is about to take out the all time highs ($109K or so). When it does it's gonna run. $135K-$145K. Bullish and ready.
The Taylor Market Report (5/6/25)
There is no reason for the S&P500 index to be “up here” with the valuation it holds. Yet, here it is. I can make a better case for downside rather than upside, but neither is very compelling