Investment & Economic Outlook - JP Morgan commits to invest $1.5 trillion (万亿) over 10 years into 27 critical industries, including supply chain, defense, aerospace, energy, manufacturing, and frontier technologies, aiming to increase energy independence and resilience and accelerate America's position in disruptive technologies [1] - The market suggests that buying stocks at record highs over the past 50 years has been a favorable strategy due to momentum [8] - The S&P 500 has experienced a 36% rally in 6 months, indicating a strong bull market [13][17] - Historically, after a bull market gains over 35% in 6 months, one year later, it is higher every single time, up an average of 13% [15] Technological Advancements & Disruption - Andero introduces Eagle-Eye, a war fighter augmentation integrating mission command and AI directly into soldier helmets, enhancing military capabilities [3][4] - AI-generated ads are becoming increasingly realistic and customizable, automating the UGC content pipeline and potentially disrupting traditional advertising [20][23][24] Market Volatility & Concerns - The market experienced 33 trading days in a row without a 1% move, either up or down, followed by increased volatility in October [9][17] - There are concerns about weakening internals, such as regional banks, housing, and high yield credit, suggesting potential market corrections [12]

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Market Outlook - Bull market is expected to continue due to economic growth, resilient corporate profits, and supportive policy [1] - Missing a bull market can be very costly for investors [1][2] - The S&P 500 has increased by 89% since the beginning of the current bull market [2] - The average bull market gains 192% since 1950, suggesting potential for further growth [3] - Historically, the average gain for the S&P 500 in year four of a bull market is 162% [4] - If the historical average gain of 162% is applied, the S&P 500 could reach around 7710 [5] - Seven out of the previous ten bull markets extended beyond three years [5] Investment Strategy - Investors should focus on capturing upside rather than excessive hedging [2] - Retail investors accelerated their weekly stock purchases, with net purchases at $7 billion this week, above the two-month average of 53% per week [8] - Retail investors are favoring ETFs over single stocks [8] - A strong finish to the year is expected, potentially extending into April of next year [11][12]

Market Momentum and Valuation - The market is driven by momentum and technicals, with relentless dip buying [2] - Valuations are high, with markets priced at almost 23 times forward earnings, indicating potential overvaluation [2] - The risk is that there is no risk, suggesting a potential bubble [10] Earnings and Growth - US earnings are strong, driven by high-quality companies with the best earnings revisions [3] - Speculation is more prevalent overseas, with MSCI EA up 30% in US dollars on 1% earnings growth, and Chinese stocks up almost 40% on 0% earnings growth [3] - AI is a significant factor in current earnings growth, raising concerns about the economy and market performance without it [5][6] Investment Strategy - The firm is participating in the market but owning higher quality stocks with better balance sheets within the technology sector, staying away from more speculative corners [7] - The firm favors midcaps due to their different sector composition (industrials and regional banks) and a 30% discount [10][11] - US midcaps are considered one of the only places to find value, as international stocks are no longer cheap [14] Risks and Concerns - The potential bursting of a bubble due to excessive froth is a key risk [10] - Over-reliance on AI for earnings growth is a concern [5][6] - Small caps are viewed with concern due to profitability and debt levels [14]

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It seems very likely that we'll be getting into a stage that $ETH is going to take over the momentum from $BTC.It looks primed to be taking out the lower timeframe highs, but if it does that, then we're on the edge of going towards a new ATH for ETH. https://t.co/sf2A0cqIkF ...

Core Viewpoint - The stock market experienced a broad rally, with various funds participating, although momentum strategies lagged due to specific stock performance [1] Group 1: Market Performance - The stock market was staging an everything rally in Friday afternoon trading [1] - Funds focused on small-caps, value, dividends, risk, and low volatility were all taking part in the rally [1] - Momentum was one of the few strategies lagging, in part due to a 5% drop in Palantir Technologies shares [1] Group 2: Specific Fund Performance - The Roundhill Magnificent Seven ETF was down 0.4% [1] - Major companies such as Tesla, Meta Platforms, Nvidia, and Amazon.com were all trading lower [1]

Core Viewpoint - RTX Corporation (NYSE: RTX) is identified as a safe investment opportunity for those interested in defense or commercial aerospace growth, with the stock showing an increase of over 20% in the last six months [1]. Company Performance - The stock of RTX Corporation has appreciated more than 20% over the past six months, indicating strong market momentum [1]. Industry Context - The company operates within the defense and commercial aerospace sectors, which are expected to experience growth, making it an attractive investment for those sectors [1].

Myriad hitting new ATHs each week it seems 📈Gaining serious momentum into Uptober and Q4...MYRIAD (@MyriadMarkets):Supercycle September.Are you positioned for Uptober?- $14,000,000 of volume in just 7 months.- $4,200,000 new monthly ATH.- $1,300,000 new weekly ATH.- $360,000 new daily ATH.- 5,000,000 trades. https://t.co/i4ShrXe0kz ...

Bitcoin's 30-day RSI is now approaching the April bottom and last September's pre-Q4 bottom.Momentum has gathered.Now we wait. https://t.co/CXi29DywEu ...