Maggie Lake Talking Markets
Episode 47: Is Another Sell Off Looming? With Dale Pinkert.
May 4, 2025
Dale Pinkert, a seasoned coach at TradeGateHub, dives into the latest market trends and insights. He discusses how a strong jobs report impacts stocks and Treasury yields. With Apple’s surprising decline despite robust earnings, he reflects on his earlier bearish call. Dale also evaluates the shifting dynamics between gold, silver, and bond markets, while emphasizing strategic investment reallocations. Furthermore, he warns of geopolitical tensions that may influence future trading strategies. Don’t miss his outlook on NVIDIA and silver miners!
38:01
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Rising Treasury yields are expected to create market instability, particularly for investors betting on a bull market in bonds.
- The gold-silver ratio is crucial for predicting market sentiment, with silver anticipated to outperform gold during certain market conditions.
Deep dives
Concerns Over Rising Treasury Yields
Rising Treasury yields are expected to exert upward pressure on the market, creating instability for investors who anticipate a bull market in bonds. The discussion highlights a sentiment among many analysts who remain overly optimistic about yields dropping, despite growing concerns that current conditions may lead to higher rates. A specific focus is placed on the $1 trillion in U.S. government debt held by Japan, which may influence their strategy in upcoming trade negotiations and lead to increased selling of bonds. The technical analysis shows that if the TLT breaks below the 85 level, it could signal a significant shift, indicating a potential retest of new lows.
