📺 Our latest This Week in Crypto touches on the week traders wish to forget, and whether buying the dip makes sense according to the metrics. We also touch on the important anticipated rate cuts, and plenty more! https://t.co/MZfi3pAm4M https://t.co/Km3v10BWWk ...

Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that prioritizes compounding dividend income and growth [1]. Group 1: Investment Strategy - The strategy involves creating a portfolio that generates monthly dividend income, which is enhanced through dividend reinvestment and annual increases [1]. Group 2: Personal Position - The author holds a beneficial long position in the shares of ENB and NVDA, either through stock ownership, options, or other derivatives [1].

💥BREAKING:🇺🇸 WHITE HOUSE ADVISOR HASSETT SAYS THREE RATE CUTS BY THE FED WOULD BE A GOOD START.BULLISH FOR CRYPTO! https://t.co/fRIQpvBOM1 ...

RT Satraj (@sat_bam_)Over the last 24 hours we’ve moved all our R13 DAF liquid fund positions into cash.The reasoning is simple: we’ve had a really good run from 2022 till now. Our fund performance is preserved and strong and we have bought ourselves the luxury to either buy higher into momentum and catch the blow off top or much lower into dust and build a stronger position into QE / rate cuts / liquidity etc.This is not about being bullish or bearish. It’s about being defensive and tactical around capital ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

7% chance now of 3 rate cuts by end of yearUp from 0% just last week https://t.co/YbPvkNLqew ...

Market Dynamics & Geopolitics - China is using the U_S_ stock market as a negotiation tactic in trade discussions with the U_S_, leveraging Trump's focus on market performance as a measure of his presidency's success [1] - Uncertainty created by delaying negotiations hurts markets, pressuring Trump to make deals that benefit both the U_S_ and China [1][2] - U_S_ midterm elections in April next year add pressure, as stock market performance influences voter sentiment and impacts Trump's strong economy narrative [2][3] Monetary Policy & Liquidity - The Federal Reserve is hinting at potential rate cuts of 25bps or even 50bps, and signaling the end of Quantitative Tightening (QT) [3] - The Treasury Secretary indicates readiness to take actions to stabilize the economy, implying increased liquidity [4] - Increased volatility is expected in the short term, followed by increased liquidity injections into the market [5] Crypto Market Analysis - Crypto assets are reacting to liquidity flows resulting from policy responses, not just tariffs or headlines [5] - Favorable conditions are emerging, including potential rate cuts, the end of QT, softening inflation data, and rising political pressure, similar to conditions preceding major rallies in 2019, 2020, and 2023 [5][6] - Crypto is now a recognized institutional asset class, integrated into the global liquidity narrative, potentially extending the current cycle beyond the typical November/December peak [6][7] - The current market volatility is viewed as a reset before the next phase of the bull market, driven by pressure leading to policy responses, liquidity injections, and subsequent expansion [7][8]

Group 1 - The Fed is expected to reduce rates by 25 basis points in October, but further cuts depend on the reconciliation of strong GDP and a soft labor market [1][2] - Fed Governor Chris Waller expresses caution about rekindling inflationary pressures and emphasizes the need for a balanced approach [2][3] - If the labor market weakens further and inflation remains controlled, the Fed may consider additional cuts of 100 to 125 basis points to reach a neutral rate [3][4] Group 2 - Waller highlights a prevalent "no hire, no fire" stance among companies, indicating potential job losses as businesses reassess their workforce needs [5][6] - The impact of AI on the labor market is significant, with expectations of job losses occurring before any job gains, suggesting a shift in employment dynamics [5][6]

Group 1 - The declining dollar enhances the investment case for international equities, particularly as the Federal Reserve is expected to continue easing monetary policy, which may strengthen local currencies abroad [1][2] - The performance of the MSCI World Ex USA index has outpaced the ICE US Dollar Index year-to-date, indicating a growing strength in international equities, with potential for further widening of this performance gap due to upcoming interest rate cuts [3] - The trend of de-dollarization is evident as more countries are moving away from the U.S. dollar as the world's reserve currency, impacting the investment landscape [3] Group 2 - Investors must consider the nuanced risks associated with international equities, including political and economic risks specific to countries, as well as the impact of tariffs [4] - Passive funds, which are tied to indices, may not provide the necessary flexibility to navigate volatility in international markets, making actively managed funds a more suitable option [4][5] - The Thornburg International Equity ETF (TXUE) is highlighted as a recommended fund, leveraging the expertise of Thornburg's investment management team to effectively navigate international markets [6]

BREAKING: 🇺🇸 Fed governor Stephen Miran says two more rate cuts this year are realistic.Rate cuts = Bullish for Markets 🚀 https://t.co/jRDAt9QeXW ...