🟢 [E5376] haven't had the monetization so that was big you had a big move in the financials this week and I think this is the first place that I want to go is is financials uh and I'll get into it with Bitcoin later as well you do have a chance here for a very very big change in the financials in terms of the

🟢 [E5368] all right uh busy week for the markets uh let's just go right through it I'll I'll cover uh what happened this week uh comparing kind of how things did in the market relative to what people expected going forward and how to think about that uh in the future I'll start to get a little bit now that uh

🟢 [E5372] probably some surprises in the areas that people would have been more worried about tenure rates uh unchanged for the week so despite the fact that Trump won uh you didn't get continuation in the move as of as of yet and gold was down for the second week in a row uh the one place where it absolutely

🟢 [E5392] rates went higher and since inflation went higher but now you're starting to bottom out these companies have been forced to cut expenses they've been forced to change up some of their business models and again I think small caps are going to benefit from a rolling out AI which has really been thing

🟢 [E5385] going higher and if it's believed that with Trump rates are going to go higher why would small caps do well well the first thing is the Fed is cutting rates and so you can believe in a steeper yield curve but I wouldn't say that that would be until we get up higher we need inflation to go higher bec

🟢 [E5383] the cost benefits that'll come next year is about AI agents being rolled out and it's about uh the ability for the blockchain and crypto with the digital payment side to really start to accelerate and I think with the stripe purchase of bridge and the acceleration of stable coins I think this is goi

🟢 [E5374] probably some surprises in the areas that people would have been more worried about tenure rates uh unchanged for the week so despite the fact that Trump won uh you didn't get continuation in the move as of as of yet and gold was down for the second week in a row uh the one place where it absolutely

🟢 [E5371] biggest post elction day session ever for the S&P 500 up two and a half% uh V collapsed not surprisingly I think the main point which I brought up last week was part of the reason for the rally uh was that at the there had been a lot of protection that was put on this is The Vic showing how far

🟢 [E5391] rates went higher and since inflation went higher but now you're starting to bottom out these companies have been forced to cut expenses they've been forced to change up some of their business models and again I think small caps are going to benefit from a rolling out AI which has really been thing

🟢 [E5382] the cost benefits that'll come next year is about AI agents being rolled out and it's about uh the ability for the blockchain and crypto with the digital payment side to really start to accelerate and I think with the stripe purchase of bridge and the acceleration of stable coins I think this is goi

🟢 [E5379] haven't had the monetization so that was big you had a big move in the financials this week and I think this is the first place that I want to go is is financials uh and I'll get into it with Bitcoin later as well you do have a chance here for a very very big change in the financials in terms of the

🟢 [E5370] biggest post elction day session ever for the S&P 500 up two and a half% uh V collapsed not surprisingly I think the main point which I brought up last week was part of the reason for the rally uh was that at the there had been a lot of protection that was put on this is The Vic showing how far

🟢 [E5387] back here in 2020 uh I wouldn't fade this move I think this is the beginning of something there partly because of the banks and I'll show you the importance of the banks this is the um relationship between the bkx over the SPX that's the white line and then you have I WM over the Spy which is the or

🟢 [E5390] relationship too they have a lot of sensitivity to Commodities uh and the PMI so if we start to see manufacturing trade higher it should benefit small caps and I definitely think because of the liquidity pump going on around the globe in particular China China's focus on stimulating and at the same

🟢 [E5388] relationship too they have a lot of sensitivity to Commodities uh and the PMI so if we start to see manufacturing trade higher it should benefit small caps and I definitely think because of the liquidity pump going on around the globe in particular China China's focus on stimulating and at the same

🟢 [E5369] all right uh busy week for the markets uh let's just go right through it I'll I'll cover uh what happened this week uh comparing kind of how things did in the market relative to what people expected going forward and how to think about that uh in the future I'll start to get a little bit now that uh

🟢 [E5380] the cost benefits that'll come next year is about AI agents being rolled out and it's about uh the ability for the blockchain and crypto with the digital payment side to really start to accelerate and I think with the stripe purchase of bridge and the acceleration of stable coins I think this is goi

🟢 [E5377] haven't had the monetization so that was big you had a big move in the financials this week and I think this is the first place that I want to go is is financials uh and I'll get into it with Bitcoin later as well you do have a chance here for a very very big change in the financials in terms of the

🟢 [E5373] probably some surprises in the areas that people would have been more worried about tenure rates uh unchanged for the week so despite the fact that Trump won uh you didn't get continuation in the move as of as of yet and gold was down for the second week in a row uh the one place where it absolutely

🟢 [E5378] haven't had the monetization so that was big you had a big move in the financials this week and I think this is the first place that I want to go is is financials uh and I'll get into it with Bitcoin later as well you do have a chance here for a very very big change in the financials in terms of the

🟢 [E5381] the cost benefits that'll come next year is about AI agents being rolled out and it's about uh the ability for the blockchain and crypto with the digital payment side to really start to accelerate and I think with the stripe purchase of bridge and the acceleration of stable coins I think this is goi

🟢 [E5384] going higher and if it's believed that with Trump rates are going to go higher why would small caps do well well the first thing is the Fed is cutting rates and so you can believe in a steeper yield curve but I wouldn't say that that would be until we get up higher we need inflation to go higher bec

🟢 [E5375] year uh dragging people in especially as I go through kind of my themes coming out of the election so the major thing for me is I've I've highlighted how bad the surveys have been whether it's uh the confidence you Mish confidence consumer confidence uh the manufacturing pmis the small business opti

🟢 [E5386] back here in 2020 uh I wouldn't fade this move I think this is the beginning of something there partly because of the banks and I'll show you the importance of the banks this is the um relationship between the bkx over the SPX that's the white line and then you have I WM over the Spy which is the or

🟢 [E5389] relationship too they have a lot of sensitivity to Commodities uh and the PMI so if we start to see manufacturing trade higher it should benefit small caps and I definitely think because of the liquidity pump going on around the globe in particular China China's focus on stimulating and at the same