Core Viewpoint - Value investing is gaining traction due to optimism about potential rate cuts and a downturn in the tech sector [1][4] Market Dynamics - U.S. technology stocks have faced a significant sell-off, with a reported loss of $1 trillion, driven by skepticism regarding the sustainability of the AI boom and caution from industry leaders [2][4] - A shift in investor sentiment has led to a rotation from tech stocks to defensive value-oriented sectors such as consumer staples, healthcare, and utilities [4] Rate Cut Expectations - Market expectations are increasing that the Federal Reserve may begin cutting interest rates, with futures indicating two 25-basis point reductions possibly starting in September [5] Valuation Trends - Growth stocks, particularly in tech and AI, are currently trading at high valuations, while value stocks in sectors like healthcare, financials, and industrials are trading at significant discounts, providing a margin of safety for investors [6][7] Notable Investments - Warren Buffett's investment in UnitedHealth, amounting to $1.57 billion, has sparked interest in the healthcare sector, which is noted to be trading at its greatest discount in 30 years relative to the broader market [7] Investment Opportunities - Investors are encouraged to consider value ETFs that are positioned to benefit from the current market rotation, with several funds showing positive performance [8][9]

JUST IN: President Trump buys $100 million in bonds while in office. 💵Somebody is betting big on rate cuts. 🧐 https://t.co/j5CSTGFL69 ...

Core Viewpoint - The Janus Henderson AAA CLO ETF (JAAA) has been consistently rated as a strong buy by the author over the past two years, indicating a positive outlook on the fund's performance [1]. Group 1 - The author has maintained a beneficial long position in JAAA and SGOV through various financial instruments [1]. - The article reflects the author's personal opinions and is not influenced by any external compensation or business relationships [1].

Bitcoin, Ethereum and altcoins are undervalued. When will we pivot? Rate cuts incoming or no. Michael Saylor and Microstrategy FUD or real concern? Coin Bureau Trading (4 year Cycle Vid) - https://www.youtube.com/watch?v=KsR1OfRqDlg Polymarket - https://polymarket.com/event/fed-rate-cut-in-2025?tid=1755705757543 _______________________ Coin Bureau YOUTUBE CHANNEL - https://www.youtube.com/@UCqK_GSMbpiV8spgD3ZGloSw INTO THE CRYPTOVERSE YOUTUBE CHANNEL - https://www.youtube.com/@intothecryptoverse ⭐️ Coin Bur ...

Treasuries are outperforming European bonds as investors anticipate Fed rate cuts and seek safe assets https://t.co/dtcGl85vcp ...

Market Focus - U S initial jobless claims data release is expected in 3 30 hours at 8:30 A M ET [1] - High volatility is expected following the release of the jobless claims data [1] Monetary Policy Implications - The U S initial jobless claims data will be an important factor for the Federal Reserve to decide on rate cuts [1]

Turkish stocks are heading for their highest ever close as expectations for a decline in inflation bode well for more rate cuts https://t.co/sUSvu9fBiS ...

Bitcoin and Ethereum dipped briefly but then regained momentum after Fed minutes shed light on dissent from two governors who favor rate cuts.Read more: https://t.co/DIrHXDNo5o ...

Monetary Policy Stance - The Federal Reserve (FED) perceives inflation risk as exceeding unemployment risk [1] - The FED anticipates a potentially prolonged period before the impact of tariffs becomes evident [1] - The market interprets the FOMC minutes as not indicative of a bullish outlook [1] Forward Guidance - The market awaits Friday's speech for further clarification regarding potential rate cuts and quantitative easing (QE) [1]

>> IF THE INFLATION DATA CONTINUES TO BE HELD BACK BY LOWER ENERGY PRICES, IT ALL SOFTENS THE ECONOMIC BLOW. >> THERE SHOULD BE A PULLBACK AND DEMAND. WE HAVEN'T SEEN IT YET. >> THE CONSUMER SLOWS DOWN BUT THE RATE OF CHANGE IN INFLATION WILL JUMP. >> BROUGHT A LOT OF INVENTORY. GOING THROUGH THAT LEVEL OF INVENTORY HASN'T YIELD THE PASS-THROUGH TO CONSUMERS THAT SOME HAVE SEEN, BUT IT WILL COME. >> ULTIMATELY, I THINK WE WILL SEE MORE SOFTNESS IN THE SECOND HALF ON ACTIVITY. >> THIS IS BLOOMBERG SURVEILLAN ...