RT Peplord ⚡️ (@Thepeplord)Whole market just got “PulseChained” according to Ivan on Tech 💀 https://t.co/t2aIRXalIe ...

People will be like "this market is exactly like two months of 1929, combined with these four specific months of 1971, and also we have a hint of Q4 2007."Just stop it. ...

Welcome back. Stocks on track for another record close. Here to share where he sees the market heading next is Chris Tumi, Morgan Stanley, managing director of private wealth management.It's good to see you back. Thanks for having me. You say good news is already priced in.Really. Like you think it's all in. No, I mean I look I think we've been positive on the market.So I think the variables that were driving performance for us were, you know, earnings breath which is continuing to look good, operating leve ...

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Everything for the rest of eternity is a market.A market that you can trade && speculate on.Accept it.Embrace it.Win. ...

Market Overview & Outlook - The market is pricing in an approximately 80% probability of three rate cuts by year-end [2] - S&P, global markets, Eco8 index, and bank index are at all-time highs [3] - Historically, when the Fed cuts rates around new highs, markets have generally moved up in the following 12 months, except during recessions [4] - Over 90% of global markets are in uptrends [17] - The market could experience short-term disappointment due to high expectations surrounding the Fed meeting [10][11] - A pullback is possible, but likely contained within 4-5% [12][13] Earnings & Sector Rotation - Earnings are the primary driver of the market [6] - Money is rotating within the Mag 7 stocks, indicating a healthy market [7] - Technology remains favored due to strong earnings momentum, but small caps are becoming more attractive [8] - Earning strength is broadening to include small caps and midcaps [13][14] International Markets - The firm has incrementally increased exposure to emerging markets and international developed markets like Japan [15] - Gains in international markets are primarily currency-related; forward earning estimates for the MSCI developed markets are negative on a 12-month basis [16] - Japan has broken out to a 40-year high [17]

What are you most bullish on in the entire market right now??? ...

Market Trend - Bitcoin breaking through $112 thousand would be a massive trigger for the entire market [1] - The market anticipates this breakthrough as the start of the next leg up [1]

Market Outlook - The market is at an all-time high due to narrow leadership, but small caps and financials have shown positive momentum since early August [2] - Any potential rate cut needs to be supported by balanced data; weak data could lead to expectations of further cuts in October [3] - The market is currently in a wait-and-see mode, anticipating balanced labor supply and demand data, with revisions expected on Tuesday [4] - The firm is bullish and plans to "buy the dip" if an opportunity arises [4] Valuation and Earnings - The concentration of market leadership is not a major concern because the earnings contribution of the leaders is equivalent to their market cap, unlike the tech bubble of 1999-2000 [5] - While further rotation could create a healthier market, annual returns may normalize compared to the double-digit returns of recent years [6] - The firm adopts an "owl market" approach, constantly seeking confirmation that profits continue to accelerate and revisions are trending upwards [7] Economic Indicators and Monetary Policy - While a 50 basis point cut in September is possible if the jobs number is bad, it is considered unlikely given solid consumer spending data from the Bank of America Institute [8] - A balanced jobs number, in line with consensus expectations, is more likely [9]

Market Sentiment and Economic Data - The market has been surprisingly resilient, with a 12% increase during the summer, marking the third strongest summer in a long time [1] - Composite economic data suggests weakening employment conditions, as indicated by the Beige Book, ISM, ADP, and JOLTS reports [2] - Market's reaction is heavily influenced by revisions to economic data [4] - Revisions to employment numbers are common, with initial surveys typically having a lower response rate (around 60%) compared to later revisions (90-95%) [6] Employment Data Analysis - Consensus for the upcoming jobs number is 75,000, and unless the number is significantly outside the range of 50,000 to 150,000, it may not be a major market-moving event [9] - A jobs number above 150,000 could introduce uncertainty about potential Fed rate cuts in October and December [12] - Negative revisions to May and June numbers could potentially accelerate the timeline for Fed rate cuts [5] Federal Reserve (Fed) Policy - The market is anticipating potential Fed rate cuts, with the expectation that the die has been cast for the upcoming meeting [12][14] - Inflation numbers next week will be crucial, as they are expected to show price increases flowing through to the data, potentially complicating the Fed's job [10] - The market is learning not to overreact to policy initiatives, as several anticipated negative impacts (tariffs, deportations, OBB passage) have not materialized [15][16]