Mining Stock Daily Tony Greer on the Battle Royale between Rates, Equities and Inflation heading into the US Inauguration
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Jan 9, 2025 
Tony Greer, a commodity markets expert and host of the Oil Ground Up podcast, dives into the chaotic interplay between tech stocks and bond markets following Nvidia's announcement. He outlines the volatility tied to Federal Reserve policies and warns of possible market pullbacks. The conversation also highlights the eye-watering surge in cocoa prices due to supply issues, while Greer explains how inflation and the upcoming political transition could reshape economic landscapes. Expect insights that are both timely and thought-provoking!
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Nvidia's Potential Peak
- Nvidia's stock might have peaked after hitting an all-time high following product announcements.
- The stock's subsequent drop suggests a potential struggle, mirroring a broader tech market trend.
Bond Market vs. Fed
- Current market dynamics indicate a disconnect between the Federal Reserve's rate cuts and the bond market's response.
- This disconnect may foreshadow inflationary pressures, causing the bond market to seek cover.
Market Correction and Recovery
- A steepening yield curve and increased volatility suggest a potential market correction.
- However, underlying positive factors could lead to a resumption of the bull market after this correction.