RT Mark Mitchell, Rasmussen Reports (@honestpollster)Reminder:The median American is 5 times less capable of paying their share of total debt than just 18 years ago.Insane spending is part of it...But so is the Fed propping up markets and big corporates decoupling from American labor. ...

As promised "Four, Seven" discusses the Trump takeover of the Fed and is the corresponding essay to my KBW speech this morning.https://t.co/NV2XQei69d https://t.co/9NKC8uq7An ...

Group 1 - The Federal Reserve is expected to continue its monetary policy adjustments in response to economic indicators and inflation trends [1] - Former President Trump has appointed the Murdoch family and tech billionaires to negotiate a deal involving TikTok, indicating a significant shift in the platform's management and potential regulatory implications [1] - An initial public offering (IPO) wave is building, suggesting increased market activity and investor interest in new public companies [1]

Market Trend & Strategy - The market suggests the Federal Reserve (Fed) will implement approximately 1 and 3/4 more rate cuts before the end of the year, making it difficult to bet against the Fed's actions [1] - The old investment playbook of aligning with the Fed's actions remains effective [2] - Small caps and financials are identified as key sectors to watch, with potential opportunities in home builders [3] - The Russell 2000 is potentially reaching its first all-time high close since November 8th, 2021, marking a significant consolidation period [3][4] - A possible chase for performance is setting up, with a pivot towards sectors that have underperformed relatively [9] Financial Sector Analysis - Financials are trading without multiple expansion, presenting an opportunity as the sector's PE multiple remains at January levels [6] - The financial sector benefits from investor engagement, increased M&A activity, and regulatory relief [12] - Major banks like Citigroup, Goldman Sachs, Morgan Stanley, Bank of America, and JP Morgan are at 52-week or record highs [13] - Rate cuts without a recession are expected to drive a continued rally in bank stocks, influencing price target increases [14] Investment Considerations & Risks - Some argue against investing in banks outside the top six, citing the private credit market's encroachment on commercial lending and its sensitivity to net interest margin [15] - The big three (JP Morgan, Goldman Sachs, and Morgan Stanley) are favored due to their revenue streams from deal premiums, M&A transactions, and wealth management, making them less sensitive to interest rate moves [15][16] - Fintech companies, like SoFi, are seen as having significant upside potential due to their banking-as-a-service technology, which is less interest rate sensitive [19][20]

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I sat down with @DariusDale42 to discuss the regime change at the Fed and how their actions have led to a K-shaped economy that isn't working for many Americans. https://t.co/39a83aYYsm ...

#Bitcoin vs the Fed https://t.co/2odKGPGX6y ...

Nothing that the Trump administration is doing to the Fed will make it any more difficult for the profit machines that power the stock market to earn cash. ...

The US economy has succeeded this year despite the Fed working against it.Imagine what happens when the Fed cuts rates this week… ...

Group 1 - The article discusses the current state of U.S. and global markets, highlighting key economic indicators and trends affecting investment decisions [1] - It emphasizes the impact of inflation rates and interest rate adjustments by central banks on market performance [1] - The article notes significant fluctuations in stock prices and commodities, driven by geopolitical tensions and supply chain disruptions [1] Group 2 - The analysis includes a review of recent earnings reports from major companies, indicating varied performance across sectors [1] - It points out the technology sector's resilience despite broader market volatility, with some companies reporting strong revenue growth [1] - The article also mentions the ongoing challenges faced by the energy sector, particularly in relation to fluctuating oil prices and regulatory changes [1]