Milk Road Macro Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels
Oct 14, 2025
Mary Ann Bartels, a legendary Wall Street strategist with extensive experience in equity strategy and ETF research, dives deep into today's market chaos. She predicts a massive bullish decade ahead, with targets of S&P 7,000, Bitcoin at $150K, and gold soaring to $5,000. Bartels discusses the implications of Trump’s trade policies, the potential impact of government shutdowns, and suggests key sectors to focus on, such as tech and crypto. With her fascinating insights, she makes sense of today’s volatility while emphasizing long-term opportunities.
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Fed Direction Defines Secular Peaks
- Markets usually peak when the Fed is raising rates, not when cutting them.
- If we enter a genuine easing cycle, that favors risk assets and is not a topping market.
Use Corrections To Rebalance Not Panic
- Expect 5–10% pullbacks as normal market refreshes and use them to look for buying opportunities.
- Avoid tactical panic selling because it's easy to sell and hard to buy during bad headlines.
Earnings Talk Beats Trade Rhetoric
- Focus on company earnings commentary rather than headline diplomacy to judge market direction.
- Corporate guidance during earnings will reveal real economic momentum more than trade rhetoric.
