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Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research

Apr 21, 2025
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INSIGHT

Algorithm-Driven Market Volatility

  • Market rallies like yesterday were largely driven by algorithms and hedge funds speculating.
  • Regular investors did not show up today, causing the market pullback.
INSIGHT

Bubble Deflation Requires Sector Focus

  • Stock bubble deflates through break, rebound, then long sideways action.
  • Investors should focus on sectors and stocks, not just the index.
ADVICE

Invest Beyond the Index

  • Avoid thinking only in terms of buying or selling the broad index.
  • Explore individual stocks and sector themes to find new opportunities.
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