The David Lin Report Economist Called Bull Market, Now Issues Dire Warning For Economy, Markets | Sam Burns
Aug 8, 2025
Sam Burns, Chief Strategist at Mill Street Research, shares his insights on the current market landscape. He discusses the swift recovery of stock markets after tariff-induced drops and warns of a potential U.S. economic slowdown. Burns advocates for a balanced investment approach, particularly in tech and utility stocks, while hinting at possible Fed rate cuts amid persistent inflation. He also highlights concerning job numbers and the implications of declining consumer spending, urging caution among investors.
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Model's Fastest Bear-Bull Turn
- Sam Burns's model flipped from bearish to bullish within weeks after a V-shaped market reversal.
- This extreme volatility shows momentum now dominates the model's signals.
Tariff Backtrack Fueled The Rally
- Sam says the market rebounded after Trump's tariff moves were softened and big-tech earnings held up.
- Investors assumed the policy hit would be less severe, which fueled a rapid stock rebound.
Use A Barbell Allocation
- Use a barbell strategy: keep large-cap tech exposure and hedge with utilities or real estate for rate sensitivity.
- Hold TIPS and high-grade bonds rather than reaching for lower-grade credit.