Are Markets Beginning To Roll Over? | Weekly Roundup
Supply Shock
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Market Dynamics, Unemployment Trends, and Election Impact
The chapter explores the influence of factors like AI enthusiasm, unemployment rates, the dollar's movement, and the upcoming election on market dynamics. Discussions revolve around the SOM rule, the significance of the 30-day moving average and its correlation with economic downturns, potential impacts of policy decisions, and the market implications of a Trump presidency. The chapter also delves into topics like the need for nuclear power, the impact of AI on deflation, and the potential outcomes of tariffs replacing income taxes, while predicting a Trump landslide victory and expressing a bullish outlook on crypto assets.
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