Bitcoin fell below $100,000 recently and the fear and greed index has collapsed. Yet beneath the panic, the fundamentals tell a very different story. Major crypto legislation is passing and the Fed is easing.This striking divergence between retail fear and institutional opportunity raises a crucial question. Is this the ultimate buy signal or the start of something much worse. That's why today we'll unpack what sentiment really measures, explore the tools flashing red, and reveal the one thing you must mast ...

Market Valuation and Sentiment - The market is currently experiencing high valuations, with a significant price-to-earnings (PE) ratio indicating overextension despite strong earnings outlooks [2][3] - There is a profit-taking movement occurring, suggesting that the market is correcting itself from an overvalued state, akin to "froth" being removed [2][5] - The market is perceived to be in a bubble formation, which may be bursting as valuations reach extreme levels [2][3] Economic Indicators and Federal Reserve Outlook - The market's focus on economic visibility is crucial, as the lack of data and uncertainty regarding government reopening affects investor sentiment [4][5] - The Federal Reserve is likely to hold interest rates in December, with concerns about lingering inflation influencing their decision [6][7] - Recent statements from Fed members indicate a cautious approach towards inflation, with a potential for forceful action if tariffs continue to impact prices [7]

bring in Ben Emmens, founder and chief investment officer at Fed Watch Advisors. Ben, great to have you with us. I know you've been listening in on this conversation the whole time.Where do you stand. Are are you in the Dan camp or are you somewhere happier. >> I'm I'm in Los Angeles.I feel pretty good there actually. But uh but you know with a little bit with Dan cuz you know this is a market that that really is paying attention to the price of the stocks and you know for for people who don't track this ma ...

How concerned should investors really be. Joining us now is bespoke Investment Group co-founder Paul Hickeyi and CNBC senior markets commentator Mike Sani. It's great to have you both here.Paul, I'm going to kick this one off with you because we have been beating the drum on the poor breath in the market here. We've also been beating the drama on how expensive stocks look particularly tech stocks and and stocks tied to AI. The other thing we perhaps haven't been talking about as much is the fact that liquid ...

Market Sentiment - The market should sell when all are greedy and buy when everyone is fearful [1] - Now is the time to take profits [1] - The market should buy back much lower in the next 8-12 months [1] Investment Strategy - The market is extremely bullish on Bitcoin [1] - The market has been buying Bitcoin non stop for many years [1]

Market Trends & Investment Opportunities - The market shows a sense that many stocks have gotten ahead of themselves after a strong rally [1] - Profit-taking is impacting stock prices, even when companies report terrific quarters [3] - Data center stocks are expected to rebound, while real economy stocks are seen as having low bars for rallying [19] - Speculative stocks are facing challenges due to companies raising money and insiders selling shares [17][18] - Intuitive Surgical rallied nearly 14% due to strong double-digit co-procedure growth, driven by after-hours use, indicating greater leverage of fixed costs [14] Company Performance & Financials - GE Vernova showed excellent order growth, integral to feeding data centers' extreme electricity needs [6] - Thermofisher Scientific reported a better-than-expected quarter with accelerating organic revenue growth of 5% in Q3 [29][33] - Vertiv reported strong organic orders, up 60% year-over-year, with backlog up 30% year-on-year to $95 billion [12][80] - Netflix's Q3 revenue was up 172% year-over-year, but operating income was slightly light due to a $619 million Brazilian tax dispute [52] - Thermofisher Scientific China revenue is about 7% of the company's revenue, with strength in pharma and biotech [42] Strategy & Future Outlook - Thermofisher Scientific is collaborating with OpenAI to improve the drug development process [31][36] - Thermofisher Scientific is investing $15 billion in US manufacturing, primarily for pharmaceuticals, benefiting from reshoring trends [44] - Vertiv's acquisition of Great Lakes strengthens its portfolio in the white space of data centers [84] - Netflix's advertising business is growing rapidly, with potential for further price increases [68]

Core Viewpoint - The distinction between a broken stock and a broken company is emphasized, highlighting that stock price movements do not always reflect the underlying company's performance [2][8]. Company Analysis - General Electric's Verova, a significant player in energy supply for data centers, reported strong order growth, indicating its integral role in meeting the high electricity demands of these facilities [4][5]. - Despite a positive outlook from CEO Scott Strah, the company did not raise its full-year estimates, which led to a significant drop in stock price after a strong year-to-date performance [6][7]. - The stock of Verova had already increased nearly 80% prior to the earnings report, suggesting that the market had anticipated more than what was delivered [7][8]. - The stock experienced a decline of 50 points post-earnings, but the company itself did not perform poorly; rather, the market reaction was due to unmet expectations [8][9]. - In a vacuum, Verova's stock could be considered a buying opportunity at current levels, as it recovered most of its losses by the end of the trading day [9].

Gold’s record-breaking rally cooled as investors locked in their profits. Here’s what to know. https://t.co/1sidPjJnH4 ...

RT Santiment (@santimentfeed)🐳 Bitcoin's key whale tier is showing slight signs of profit taking. Wallets holding 10-10K $BTC, which hold 68.68% of the entire supply, have collectively dumped 17,554 coins. These key stakeholders have still, however, accumulated 318,610 $BTC since the start of the year. https://t.co/E7xRalCeAr ...

🐳 Bitcoin's key whale tier is showing slight signs of profit taking. Wallets holding 10-10K $BTC, which hold 68.68% of the entire supply, have collectively dumped 17,554 coins. These key stakeholders have still, however, accumulated 318,610 $BTC since the start of the year. https://t.co/E7xRalCeAr ...