Investing Experts Steven Cress reviews his top 10 stocks for 2025
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Dec 16, 2025 Steven Cress, Head of Quant at Seeking Alpha, shares his expert insights on stock market strategies and top picks for 2025. He discusses the market backdrop, highlighting sector performance and buying opportunities after pullbacks. Cress reveals his top 10 stocks, which returned an impressive 45.6%, far surpassing the S&P 500. He dives into specific winners like Credo Technology and Celestica, and explains the importance of holding strong quant buys through market volatility. Tune in for the full analysis!
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Risk-On Versus Safe-Haven Split
- 2025 showed a market split between AI-driven risk-on gains and gold/safe-haven rallies driven by dollar weakness.
- Steven Cress highlights that rotation reflected conflicting global flows into tech and metals, complicating sector leadership.
Buy The Dip Has Historically Paid
- Buying the S&P 500 after a ~15% pullback historically returned ~50% over two years across recent episodes.
- Steven Cress found his top-10 quant strong-buy picks returned ~117% on average after similar pullbacks, amplifying gains.
Buy Fundamentals When Sentiment Fades
- If markets revert to fear and prices fall, consider using the dip to buy high-quality stocks with strong fundamentals.
- Hold positions through sentiment-driven selloffs because fundamentals typically reassert themselves.