Valuation Concerns and Market Dynamics

On this week's episode of Market Mondays, we dove into a variety of critical financial topics. We analyzed **ASML stock** and what its future could mean for the semiconductor industry, along with the latest developments in **Apple's iPhone 16**. We also broke down different types of **retirement plans**, offering insights on the best options for long-term savings.

Additionally, we discussed the **S&P’s worst week since 2023** and whether this is a natural market correction or the start of a larger downturn. We explored the potential of a **20% stock drop** and the possibility of **2 million job losses**, and what key indicators could signal such a shift. We covered the implications of the **yield curve uninversion** and whether this marks the beginning of economic recovery or lingering risks of a recession.

We also examined the **PMI hitting an 8-month low**, what the **decline in U.S. construction spending** means for the real estate market, and **J.P. Morgan’s downgrade of SMCI**, discussing whether it's a short-term issue or a bigger concern. Finally, we outlined **3 essential rules for trading options**, offering advice for traders navigating today’s volatile markets.

To close out, we had a conversation with **Bevel CEO Damon Frost**, gaining insight into his company's trajectory and the industry as a whole.

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