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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (78319)10/24/2025 3:07:18 PM
From: Ccube  Read Replies (1) of 78430
 
They keep saying it's K shaped economy.

Lower income is hurting or starting to hurt. higher default rates.
Higher income is just doing fine. (wealth effect from stocks, houses etc...)
so right now higher income folks are driving the economy.

Supposedly we should stay bullish because of the Fed rate cuts ( Don't fight the Fed) .... that should help with mortgage (housing)
small business loans etc... so small caps and financials. interest sensitive part of the economy should start to kick in.

Basically if economy, job market get weaker or tank. Fed is doing helicopter, QE, 50 basis cuts even if we get higher inflation. Trump/Congress will send checks or something to juice up the economy. (Tariff dividend or such)

I just started a position on NEM .... I still think gold will go higher. (I believe in the debase trade)
Instead of selling B (Barrick) I have a GTC order to buy more if it dips.

But I do want to start selling some stocks (especially tech) toward end of the year. December (top) or January (top). For a decent correction probably incoming in 2026... for various reasons. Debt rollover, liquidity, investor sentiment (hits all time highs in early 2026) .... Fed might be forced to pivot if inflation goes out of control.
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