The Market Huddle Markets Right Now: Tony Greer on Stocks, Commodities & More
37 snips
May 24, 2025 
Tony Greer, a macro analyst at TGMacro, joins for an insightful discussion on current market conditions. He unpacks recent fluctuations in the S&P 500, focuses on trading patterns and support levels amid market corrections, and explores the dynamics of precious metals like gold and Bitcoin. Greer also touches on the bullish potential in uranium and the bear trend in crude oil, offering strategies for investors. The conversation reveals his macro perspective on various sectors, making it a must-listen for anyone following market trends.
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S&P 500 Blue Sky Potential
- The S&P 500 correction appears healthy and may have bottomed around 4800.
- A "blue sky breakout" could propel the market higher if the 100-day moving average holds as support.
Rotating Leadership in Bull Market
- Leadership in the bull market may rotate rather than revert to just the tech "mag seven".
- Sectors like gold miners, uranium, and aerospace have already led this year with strong gains.
Small Caps Struggle Tied to Yields
- Bond market stress and rising yields have pressured small caps more than large caps.
- Small caps may need yields to decline before they can catch up to other indexes.