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Thoughtful Money with Adam Taggart
Rampant Insider Selling Signals The End Of The Bubble In Stocks | Jesse Felder
Dec 19, 2024
Jesse Felder, a macro analyst and founder of The Felder Report, shares his insights on potential market bubbles and economic risks. He discusses alarming insider trading signals that suggest a significant market downturn could be on the horizon in 2025. The conversation delves into the implications of inflation, the disconnect between market optimism and economic reality, and how these factors may impact corporate earnings. Felder emphasizes the need for defensive investment strategies as traders navigate uncertain waters.
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Quick takeaways
- Earnings growth in the U.S. has peaked and is declining, signaling potential negative growth and a looming recession ahead.
- The high corporate insider sell-to-buy ratio indicates significant caution among insiders regarding future market performance and earnings expectations.
Deep dives
Earnings Growth and Economic Indicators
Earnings growth in the U.S. has reached its peak and is declining, having fallen from over 10% to approximately 5-6%. Analysts predict that this decline may lead to negative earnings growth by next year. Economic indicators such as rising unemployment rates and a weakening labor market suggest a potential recession. These factors indicate that market expectations may not align with underlying economic realities.
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