The #Altcoin bull market is around the corner --> I'm all-in.It's difficult to understand why the markets haven't been moving upwards.Well, is it?There hasn't been retail interest. Solely dedicated towards $ETH and $BTC.Times are changing, that's why I'm all-in altcoins.The reason for that is that everyone tries to time the peak of the bull market and I think that 90% will be wrong.The prime reason for that is that people are still expecting the 4-year cycle to be alive, while, realistically and statistical ...

The four-year cycle.A common discussion in the space.The bear market. Even more discussion.I think that the four-year cycle is dead and that we're at the start of the #Altcoin bull run.Why?Watch here: https://t.co/mT0FnlQz5t ...

RT Atlas (@AtlasTradez)If BTC cyclicality were to persist, it’s been 1064 days between bear market bottom and bull market top with about a year from top to bear market bottom.1064 would be like Oct 6, 2025 this cycle topThink from here $145K is area with multiple potential resistancesBear market draw down about 60% with more sustained initial bid? Maybe 50s at lows in Oct 2026Or you know, it’s not that simpleOne year later, bear market lows ...

I think we're going to rally pretty strongly in August. >> Most people don't realize what's really happening with Ethereum, >> but today we announced that we reached almost $3 billion worth of ETH. >> You see, looking at the Bitcoin price, I understand why the price of Bitcoin is going up.Not that there won't be dips. There's always dips. >> You know, August is historically the worst month of the year for crypto.So, a pullback in August is not uncommon. But dips are always bought up and it makes sense why B ...

🚨BITCOIN CYCLE ISN'T OVER🚨Each Bitcoin cycle has lasted approximately 1,070 days from the bottom of the bear market to the bull market peak.If this trend continues, the bull market is expected to last until October 20, 2025. 🤔 https://t.co/6tLHf8wGwz ...

Investment Rating - The report maintains a neutral position on equities, indicating a cautious outlook on the market [12]. Core Viewpoints - The report suggests that the current market downturn is likely event-driven rather than structural, with strong fundamentals supporting high equity valuations [5][12]. - Recent tariff announcements and trade deals have improved market sentiment, reducing recession risks and leading to upward revisions in growth forecasts [7][8]. - Despite positive developments, the report warns that risks remain, particularly with high valuations and potential economic slowdowns [12][15]. Summary by Sections Bear Market Analysis - The report categorizes bear markets into structural, cyclical, and event-driven types, with the current situation being assessed as event-driven [1][5]. - The S&P 500 and Nasdaq experienced declines of just under 20% and 23% respectively, indicating a bear market phase [1]. Economic Forecasts - The US growth forecast for 2025 has been raised by 0.5 percentage points to 1% Q4/Q4, with a reduced probability of recession at 35% [8]. - In China, GDP growth forecasts for 2025 and 2026 have been increased to 4.6% and 3.8% respectively [8]. Market Performance and Valuations - The report highlights that while US equities have rebounded, European markets have shown stronger performance, with Italy and Germany up over 27% in USD terms [20]. - The S&P 500 EPS forecasts for 2025 and 2026 are revised to $262 and $280, reflecting a year-on-year growth of 7% [8]. Risk Assessment - The report emphasizes that despite recent positive news, the effective tariff rates remain higher than pre-crisis levels, contributing to inflationary pressures [12]. - The report notes that high valuations and market concentration pose ongoing risks, particularly if hard data deteriorates [15][17]. Investment Strategy - The report advocates for diversification across sectors and geographies, suggesting that a broader mix of investments may yield better risk-adjusted returns [20][31]. - It highlights the importance of focusing on alpha rather than beta, recommending quality growth companies and value stocks that can compound returns over time [31].

Core Viewpoint - The S&P 500 and Nasdaq-100 indexes have rebounded from their lows, but some stocks remain in bear market territory, presenting potential long-term investment opportunities [1][2]. Group 1: Starbucks (SBUX) - Starbucks has shown early signs of recovery under CEO Brian Niccol's "Back to Starbucks" plan, with improvements in customer-related metrics despite a year-over-year decline in comparable store sales [4][5]. - The stock trades at approximately 27 times earnings, with operating margins temporarily squeezed due to investments in Niccol's initiatives, which could lead to significant returns for patient investors if the turnaround continues [5]. Group 2: PayPal (PYPL) - PayPal's growth stalled post-COVID-19, leading to a complete leadership overhaul, with new CEO Alex Chriss focusing on efficiency and growth initiatives [6][8]. - The company anticipates 20% or greater annual earnings growth in the long term, driven by monetization opportunities for Venmo and expansion in the offline payment market, despite currently trading at 123 times forward earnings [8]. Group 3: SoFi Technologies (SOFI) - SoFi's stock is down nearly 30% from its January high, but the company has experienced a 34% growth in its user base and 26% revenue growth in 2024, marking its first full year of profitability [9][10]. - There is significant potential for cross-selling products to its growing customer base, as the average SoFi customer currently holds fewer than 1.5 products, which could enhance customer relationships and strengthen its ecosystem [11].