Thoughtful Money with Adam Taggart

Likely Near-Term Pullback Should Present A Buying Opportunity | Mark Newton, Fundstrat

18 snips
Sep 23, 2025
Mark Newton, Head of Technical Strategy at Fundstrat and a chartered market technician, shares his insights on market trends. He predicts a potential 5-10% correction in the stock market in the coming months, which could be a prime buying opportunity. Newton discusses the importance of momentum and sector leadership while emphasizing that short-term valuations can mislead investors. He also provides tactical views on asset classes, mentioning possible movements in yields, metals, oil, and crypto towards the end of the year.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Near-Term Pullback Then Year-End Rally

  • Mark Newton expects a 5–10% market correction likely starting October into November.
  • He sees that pullback as a buying opportunity before a year-end or January rally.
INSIGHT

Let Price Action Lead Timing

  • Newton emphasizes momentum, breadth and sector rotation over macro forecasts for market timing.
  • He treats economic data as secondary until price action confirms trend changes.
ADVICE

Use Multiple Sentiment Inputs

  • Do monitor a blend of sentiment measures like AAII, Fear & Greed, VIX slope and CTA exposure.
  • Use these to spot extremes but prioritize price breadth and momentum for tactical moves.
Get the Snipd Podcast app to discover more snips from this episode
Get the app