RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)BIG BREAKING 🚨FED says it still expects TWO rate cuts this year. https://t.co/ypuxAsIfE8 ...

Market Outlook & Fed Policy - The market anticipates the Federal Reserve (Fed) will begin cutting rates within the next 2 to 6 months [1] - The company's house call forecasts no rate cuts this year, but anticipates seven cuts next year, which is considered highly bullish for equities [1] - The Fed's decisions are based on lagging economic data, while the equity market and earnings revisions are already indicating future trends [2] - Lagging labor and inflation data are expected to decline later this year and next year, potentially leading to rate cuts [3] Earnings Revisions & Sector Opportunities - Gradual headcount reductions by companies could lead to increased margins and upward revisions [4] - The company has been overweight financials, industrials, and software since April, as these sectors have shown the strongest revisions [5] - The biggest opportunity lies in areas that have not yet experienced these revisions, such as housing-related, commodity-related, and some consumer goods areas [6][7] - Tariffs may temporarily reduce revision breadth in the short term due to increased cost of goods sold, potentially creating buying opportunities in lagging areas, including small caps [7] Market Concentration & Earnings Growth - Market performance is concentrated in a handful of stocks due to their earnings growth and free cash flow [8] - The underperformance of banks in the first quarter was due to poor performance in seven or eight divisions, API CapEx deceleration, and decelerated revenue growth [9] - The "Magic Seven" stocks led the market recovery from April lows due to their size, liquidity, and a bottoming in revision factors [10] - A weaker dollar benefits large multinationals, particularly some of the "Magic Seven" [11] - The ability to sell previously restricted chips to China will significantly boost gross margins for the next year [11][12] Investment Strategy - The company's investment strategy focuses on earnings rather than lagging economic data [13]

RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)BIG BREAKING 🚨FED says it still expects TWO rate cuts this year. https://t.co/ypuxAsIfE8 ...

BIG BREAKING 🚨FED says it still expects TWO rate cuts this year. https://t.co/ypuxAsIfE8 ...

Now we'll hear from Liz. I learned my lesson. Liz, final trade is what.It's financials. Okay, so I talked about the recession that never was. We've got economic resiliency.I think financials can benefit if we get those rate cuts. Valuations are not as bad as some other parts of the market and you need something to diversify that growth overweight. All right, there was another positive call on that group today.As a matter of fact, Steve Weiss, do tell your final trade. Uber like why not. I mean it's going to ...

I'm going to go down the list for you and show you why perhaps the fundamentals will be more at play than maybe they've been recently. It was a momentum driven market by large regard. I mentioned the buybacks.No one does more than Apple. It's the secret sauce according to CNBC Pro. I urge you to go take a look at that article as well.You can see it for yourself. The other thing is there's a lot of cash that needs to be deployed. Bank of America today.Cash levels are high and so will the need to allocate. Ca ...

Rate cuts are coming.Trillions to enter crypto soon.We're about to get rich! https://t.co/AZXB8hUijN ...

Joining me right now at the Aspen Economic Strategy Group Forum, Neil Cash Carry is here. He's the president of course of the Minneapolis Fed. And there is so much to talk to you about.I don't even know uh where you want to start. Um but maybe we'd start with what's actually just happening even inside the Fed because there's a new opening and then there's all the talks about the Kevin and what that means. And I'm curious as somebody who's who's on that board what it feels like.Uh it's uncertain. I mean ther ...

💥BREAKING:FED SAYS TWO RATE CUTS THIS YEAR STILL SEEMS APPROPRIATE. 🚀 https://t.co/oXxVIvuBKe ...

Macroeconomic Environment & Regulatory Clarity - Rate cuts are approaching, creating a more favorable macroeconomic environment for crypto [1] - The crypto industry is experiencing the most positive regulatory clarity since its inception [1]