I'll admit it - I don't have a crystal ball and I don't know with 100% assurance what tomorrow will bring so I MUST hedge my investments in Bitcoin and altcoins. Could we be in a 10 year bull cycle? Sure! Recession soon? Maybe. Here's what I see... ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● 1. THE 5 RULES - https://youtu.be/iNBiZ5Bo__U 2. AVOID ALL SCAMS. SOURCE IT - https://youtube.com/live/m77Oxmh70Zc 3. DON'T FALL FOR A.I. SCAMS! - https://youtu.be/8m4M0lvP5-o 4. WHY STORAGE DIVERSIFICATION? - https://youtu.b ...

Market Overview - The current market is characterized as a bull market with high asset prices and low credit spreads, supported by a stable consumer job market [1] - There are concerns regarding inflation not decreasing as expected, influenced by significant government spending which may be inflationary [2][4] Economic Outlook - There is a possibility of a recession occurring in 2026, although it is not a primary concern at the moment [3] - The US government shutdown is not seen as critical to market performance, with previous shutdowns having minimal economic impact [5][6] Inflation and Federal Reserve - The market is pricing in approximately 100 basis points of interest rate cuts from the Federal Reserve over the next year, but there are doubts about the accuracy of these forecasts [6][7] - If inflation rises unexpectedly, it may complicate the Fed's ability to implement the anticipated rate cuts [8]

Where do you think we are in that bull market. Is there is there any complacency there. Is it underpinned by rational factors.Is there more momentum. Yeah, you know, look, we're in a bull market. It's been clear.Asset price are high, credit spreads are low, consumer still okay. The consumer has jobs. Remember, jobs, jobs, jobs are what usually starts to force people to cut back and change thing and consumers spend less and companies cut back.So far so good. There are a lot of issues out there that, you know ...

Economic Outlook - JPMorgan Chase & Co. CEO Jamie Dimon has not ruled out a possible recession in 2026 despite current upward trends in U.S. GDP [1] - Dimon expressed concerns about inflation not decreasing as expected, with consumer prices rising 2.9% year-over-year as of August, up from 2.7% the previous month [3] Market Sentiment - Dimon's views are closely monitored by investors due to his candid assessments of the economy, including a recent statement that the U.S. economy is weakening following a disappointing jobs report [2] - He commented that ongoing government shutdowns are "a bad idea," but believes they will not significantly impact markets [3][4] M&A Activity - M&A activity has increased recently, with global dealmaking reaching $2.6 trillion through August, the highest seven-month total since the pandemic peak in 2021 [5] - JPMorgan committed $20 billion for the Electronic Arts take-private deal, marking the largest debt commitment by a single bank for a leveraged buyout [6] - Dimon noted the rapid execution of the deal, completed in just 11 days, and highlighted significant merger discussions and financial capacity in the market [7]

Market Overview - The Federal Reserve's minutes are being analyzed for insights on interest rate paths, with major market averages remaining less than 1% from all-time highs [1] - Current market conditions suggest a period of digestion, but fundamentals still support market appreciation due to increased earnings estimates and better-than-expected growth [2][3] Economic Indicators - Liquidity in the market and rising earnings, alongside Fed rate cuts, have contributed to positive equity performance since the selloff on August 1 [4] - Expectations indicate a potential market "melt-up" towards the end of the year, although pullbacks may occur due to volatile news cycles [5] Investment Strategy - The market's future trajectory hinges on the absence of a recession, with no recession anticipated in the near term [6] - Investors are advised to invest at regular intervals rather than attempting to time the market, as the setup for the next 6 to 12 months appears favorable due to supportive monetary and fiscal policies [7] Fiscal Policy Impact - Upcoming fiscal stimulus of approximately $150 billion in early 2026 is expected to support lower-income earners and corporate tax breaks, which may help stabilize the economy [7] Inflation Concerns - While the current economic setup could be inflationary, increasing productivity may counteract inflationary pressures [8] - The market's performance is influenced by consumer cyclical groups, which have shown some faltering, indicating potential underlying issues in the economy [10][12] Corporate Performance - Despite concerns about consumer spending, many retailers reported better-than-expected performance, suggesting resilience in the consumer sector [10][11] - The earnings contributions from various sectors are expected to broaden, indicating a healthy market environment as long as recession signals do not emerge [13]

Later today, investors are going to be parsing through the Fed's minutes for clues on the path of interest rates. Joining us right now with her take on the markets is Alicia Lavine. She's head of investment strategy and equities at BNY Wealth.And Alicia, thanks for coming in this morning. Great to be in. So, we mentioned earlier in the tease that we broke the winning streak we've seen for the markets, but we are still talking about all three of the major averages, less than 1% from all-time highs.So, I don' ...

These two market leaders have increased their dividends for a combined 115 years.It's impossible to predict with certainty whether a recession is coming, but certain developments sure make it more likely. President Donald Trump's tariff policies could lead to increased prices and plunge the economy into a downturn. The recent government shutdown, especially if it drags on, could lead us directly into a recession.Of course, that may not happen, but it's not a bad idea for investors to prepare for that possib ...

Market Performance - The stock market has been thriving throughout most of 2025, with the S&P 500 up by more than 14% and surging by 35% since its April lows [1][2] Valuation Concerns - Some investors are worried about potential overvaluation, suggesting that the market may be in a bubble that could burst [2] - The Buffett Indicator, which compares the total U.S. stock market value to GDP, is currently at around 220%, indicating risky territory [4][5] Historical Context - The last peak of the Buffett Indicator was in November 2021 at close to 193%, followed by a bear market that lasted nearly a year [5] - The ratio has not dipped below 80% since 2012, which Buffett indicated as a safer zone for investors [6] Future Outlook - While the Buffett Indicator suggests the market may be in the late stages of a bull market, it remains unclear if a recession is imminent [8] - Regardless of the timing of a potential downturn, it is advisable for investors to prepare for market volatility [9]

New Zealand businesses were less optimistic in the third quarter, raising the risk of another recession and deeper interest-rate cuts from the central bank https://t.co/dKyS9DQ0YP ...

Economic Environment - The Trump administration's policies are aimed at improving the conditions for the average American family, contributing to market enthusiasm in the U.S. [1] - The current economic situation is characterized by fiscal and monetary stimulus typically seen during a recession, despite being in a period of near full employment [2] Market Sentiment - The U.S. economy is experiencing a "sugar high," with markets moving past tariff issues, although high inflation remains unresolved [3] - There is a prevailing belief that inflation will eventually decrease, but this conclusion may be premature given the pro-inflationary environment created by current policies [4] Federal Reserve's Focus - The Federal Reserve's focus on the labor market over inflation is a topic of debate, with historical context provided by Janet Yellen's approach during her tenure [5][6] - The Fed faces a challenging decision between protecting the labor market and managing inflation, which could expose them to risks if inflation reaccelerates in the near future [7]