Hello everyone. The Federal Reserve and Drone Powell, they made their big decision today. The US economy is booming.We got data on why buying all-time high stock prices may actually be a good idea. And Netflix's Ryan Sorant, he unpacks what's happening with home affordability in America. We're live today from the desk of Anthony Pompiano.Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube. That's a big, hairy, audacious goal, but with your help, I'm go ...

RT Mayne (@Tradermayne)This isn’t QE lol.Ending QT doesn’t mean QE starts, the Fed can just pause and sit neutral.QE is when they buy long-duration assets in size, usually trillions, to push down long-term rates.Right now rates are still high and markets are near ATHs.The last times QE began, rates were at or near 0% and markets were cooked. ...

RT Mayne (@Tradermayne)These red lines were the last 4 times full on QE happened.Not "stealth QE" or any of that shit. 100s of billions to trillions of buying.Rates at these periods were 0-0.25%. https://t.co/zGQ8Z6Mw4d ...

The inevitable is happening.The infinite money glitch, also known as the printer, is starting up again.The FED is forced to be buying back treasuries & bills to stimulate the economy.The rates will go down.The DXY will become weaker.Risk-on assets should be going up, which means a new ATH for $BTC & $ETH. ...

The Fed has pivoted from balance sheet reduction to balance sheet expansion.'QE' or 'Not QE' is semantics. The Fed is printing money to provide liquidity to banks as reserves become scarce.The net effect on markets is the same.Welcome back, money printing. ...

The Fed may have to turn to quantitative easing to lower long-term borrowing costs if bond markets start to question the independence of the next chairman, according to Man Group https://t.co/UNf7L1dyqD ...

I just think especially with Ethereum which is down quite a bit off its highs. This is when you add to these positions, right. Supposed to buy low, sell high.>> Three big catalysts are coming for crypto this week. >> I think they are cutting 25 basis points, >> including the final Federal Reserve meeting of the year. It will set the stage for 2026.>> But I think there could be two, maybe even three that want to to keep it unchanged. >> As well as what's really next for Bitcoin and ETH. Most people feel comf ...

Let's bring in Kevin Green, senior markets correspondent, right away to help set up the action today. And honestly, let's set up the week. So, let's talk about the Fed this week.Really, all eyes are focused on that and what the decision will be. And I guess it's not so much about the decision, but where do we go from here. So, what are you watching for this week on that front.>> Yeah, Diane, good morning. Look, I think the market's obviously going to be focusing on the commentary from Jerome Powell during t ...

Market Overview - The market has seen a rebound in technology and cryptocurrency trades, with a notable increase over six of the last seven days, indicating a shift in market sentiment towards risk-taking [1][3] - Profit-taking was observed leading into November, with the S&P 500 hitting a low of around 6,500 on November 20th, but a recovery is anticipated through the end of the year [2][3] Technology Sector - AI-related stocks experienced significant sell-offs, with declines of 30% to 40% from their highs, but are expected to rebound as the market stabilizes [3][5] - Companies like Palantir, Nvidia, and Applied Digital are highlighted as attractive investment opportunities due to their current discounted prices [5][6] - The ongoing competition between AI firms, particularly between OpenAI and Google, is expected to drive continued capital expenditure in the sector [7][8] Investment Strategies - A recommendation is made for long-term investors to enter the technology sector now, likening the current market conditions to a "Black Friday sale" that will not last [5] - For those seeking lower volatility, an ETF option is available that provides downside protection while still allowing for potential gains [10] Utilities and Precious Metals - The demand for power from AI technologies is expected to boost the utilities sector, which is seen as a stable investment with dividend potential [12][13] - Precious metals like gold, silver, and copper are anticipated to benefit from lower interest rates and geopolitical uncertainties, with silver also gaining from its use in technology [14][15] Economic Outlook - The Federal Reserve's potential interest rate cuts are viewed as crucial, with expectations of a 25 basis point cut that may continue into 2026 [16][17] - A broadening recovery in sectors such as healthcare and financials is anticipated, with optimism for the US economy to regain its status as a leading global economy [19][20]

Market Sentiment - The technology sector continues to attract investment despite concerns about high valuations, with many investors still optimistic about tech's potential for growth [1][2] - There is speculation about an AI bubble, but current spending in AI is primarily driven by revenue-generating companies, indicating a more sustainable growth trajectory compared to the 2000 tech bubble [3][4] Earnings and Market Performance - Recent earnings reports exceeded expectations, with a year-over-year growth of approximately 14-15%, surpassing the anticipated 7% [7] - Market volatility has been influenced by shifting Federal Reserve expectations regarding interest rate cuts, with a significant increase in the likelihood of a 25 basis point cut [8][9] Consumer Behavior - Consumer confidence is declining, which raises concerns about maintaining year-over-year growth in consumer spending during the holiday season [10][21] - Black Friday sales showed a 6% increase globally, driven by higher average selling prices rather than increased order volume, indicating a cautious consumer approach [19][22] Investment Strategies - The current investment environment is challenging, with a focus on diversification and tax management strategies to protect gains from previous years [17] - Infrastructure credit investments are being favored over infrastructure equity to mitigate risk in the current market [16]