The Taylor Market Report (3/4/25)
So, what is making the financial markets go down? The same things we talked about the past couple of months except now investors are actually beginning to pay attention. You know, high valuations, slowing (declining) economic growth, tariffs, inflation, job layoffs and "stuff."
The Taylor Market Report (2/25/25)
Toss out all the chatter about interest rates, inflation, sovereign wealth funds, reduced regulations and everything else. All sectors are now going on sale. Stocks are going to get cheaper. Gold is going to get cheaper. Bitcoin and ETH are already cheaper.
The Taylor Market Report (2/18/25)
All of a sudden (or for the past few weeks) the price of gold has jumped higher and higher. In fact, prices here in NY are higher than in London. Odd. Which has resulted in traders actually flying gold from London to NY for the price discrepancy. But how did this happen? Short squeeze?
The Taylor Market Report (2/11/25)
With everything going on in Washington, the financial markets are remarkably calm. Even interest rates are "mild." They sure don't act like inflation is about to spike up. Or, foresee an economic downturn.
The Taylor Market Report (2/4/25)
DEEPSEEK is so last week. Yup, the panic over the Chinese AI site is done. Moving on, what changed? Well, DEEPSEEK created 1) a buying opportunity for Nvidia -OR- 2) a "warning" to lighten up on AI -OR- 3) yawn...
The Taylor Market Report (1/28/25)
I think the big drop on Monday was a "shot across the bow" and a big warning. I know "The Golden Age" is coming, buy before it does BUT be prepared for a very VERY large drop in equities.
The Taylor Market Report (1/21/25)
President Trump has said we are going back to common sense. A lot of things over the past several years have made zero sense, like the hefty market returns during that period. Could this market action rallying on the "Golden Age" be the culmination of the past few up years?
The Taylor Market Report (1/14/25)
For now, hold tight. Don't fall for the FOMO (fear of missing out) noise. The downs side in ALL categories/sectors appears to outweigh the upside. Let's look again next week after the inauguration. The year is young.
The Taylor Market Report (12/31/24)
Before all the "experts" tell you where inflation will be, where interest rates will be, where the equity markets will be and who wins the Super Bowl this year, let's settle back for a bit and just enjoy.
But, if you must have a prediction-bitcoin will see prices you never imagined. Super bullish.
The Taylor Market Report (12/24/24)
It appears the "Santa Claus rally" is under way. BUT, the real question is what happens when the calendar turns to January. New year. Will there be a "January effect" rally? It's 50% for a huge rally OR 50% for a big selloff with economic uncertainty going into 2025.