Market Outlook & Investment Strategy - Markets are near record highs and have been on an upward trajectory since post "liberation day" lows [1] - Seasonal factors suggest a potentially strong market run between now and Thanksgiving [2][5] - A substantial amount of money market cash, almost $4 trillion, remains on the sidelines, presenting both opportunity and risk [4] - Investors' unease and the "wall of worry" can sometimes drive markets higher [6] - Sticking with winning tech stocks is a viable strategy, but periodic profit-taking and volatility should be expected [8] Economic Indicators & Fed Policy - The market anticipates the Fed will likely hedge its bets due to incomplete economic data, potentially leading to another rate cut this year [9] - Recent CPI data was encouraging, rising as expected but less than anticipated [10] - Private data from companies like Blackstones, credit card companies (Visa), and Bookingcom provides valuable insights [11][12] Earnings Season & Company Performance - The current earnings season has been impressive, with strong margin stories [3] - Companies have been running more resilient, leaner, and meaner, potentially due to tariffs [3] - Earnings are coming in very strongly, with 87% beating on earnings and 83% on revenues, exceeding the 5 and 10-year averages [9]

Investment Perspective - Crypto investors may have an edge when transitioning to equities due to their higher tolerance for volatility [1] - Crypto investors are less likely to overreact to volatility in equities markets [1] - Crypto market volatility can reach 20% on no news [1]

RT τop τick crypτo 📁 🤖🧠 (@toptickcrypto)Equities may offer better upside than crypto but on the other hand they're less volatile and don't drawdown as much. ...

would be really ironic if crypto's greatest invention of the past two decades is speculation via stablecoins and 24/7 perpetual futures markets, but in the end 95% of the volumes come from equities and it just further entrenches the dollar and existing global financial system ...

RT Flood (@ThinkingUSD)Incase you're too slow to realize, this is a true 0 to 1 moment for Global Finance.There is no other venue in the world where you can trade equities onchain, on a CLOB, permissionlessly, 24/7. This is the only relevant equity market in the world open through the weekend.There are hundreds of millions of households around the world that would like access to equities but cannot, and this will be the only way they can get exposure.Given that this is included in the native front end, we s ...

RT Flood (@ThinkingUSD)New Equities all time high, time to check on my altcoins ...

Hi Lesie. Indeed, just crossing the tape. These are October final reads to replace the midmon read. And the midmon read of 55 deteriorates to 53.6%. 53.6%.That would be the weakest level going back to May of this year. If we look at the current conditions from 61 midmon to 58.6%, 58.6% 6 will be the weakest going back to you're going all the way back to July of 22. July of 22 on expectation same 50.3% and that is from 51.2%.A big deterioration there. That would be the weakest going back to May of this year ...

Appetite for equities is subsiding among the big-money crowd amid anxiety that a record-smashing rally is becoming too hot. That may be just what this bull market needed. https://t.co/qmxWiETIgr ...

Joining us now, Schwab Asset Management CEO and CIO, Omar Aguiar. Uh, Omar, it's great to great to have you on here. So, first, what's your diagnosis of what the markets have been going through for the last 10 days or so.You did obviously see a little bit of an air pocket in the indexes, lots of rotation under the surface. Is it macro stress. Is it repositioning or something else.Well, this is uh very interesting, you know, times where, you know, the major index headlines probably don't tell the full story. ...

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