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Clissold: This is a classic CapEx cycle, and most end poorly with a bear market
Youtube· 2025-10-07 12:56
Group 1 - The market is currently experiencing a positive trend, with most stocks above their 50-day and 200-day moving averages, indicating a bullish sentiment [2][3] - Over 70% of stocks are in uptrends, and historical data suggests that after a 10% correction, the S&P has typically rebounded by at least 10% in Q3, with the fourth quarter showing positive performance in nine out of nine instances [3] - There is a concentration of investment in mega-cap tech companies, which are seen as the primary growth engine for the economy [9] Group 2 - Investors are advised to remain nimble and focus on sectors that are performing well, as there may be potential for a market correction similar to past bubble cycles [5][6][7] - Gold is highlighted as a favored investment due to the U.S. Treasury's policy favoring a weaker dollar, which is expected to boost the manufacturing sector, making gold an attractive alternative for investors [10][11] - Bitcoin is also mentioned as a speculative investment option, serving as an alternative to fiat currencies [12]
Is AI mania a bubble? Here's what experts have to say
CNBC Television· 2025-10-06 17:04
Let's go to the markets. We have a mixed picture on this Monday. NASDAQ's the winner.Uh no surprise because obviously what's happening in the tech and the chip space today more specifically. So stocks record high, Bitcoin record high, gold record high. Uh Joe Edardenni raises his price target back to 7,000.He'll be with us on closing bell today, so you can hear directly from him. He says the odds of another meltup are at 30%. Up from 25.He reduced his base case uh for a sustainable bull market, i.e. without ...