Forward Guidance
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
Apr 16, 2025
Mel Mattison, an insightful author and fintech executive, shares his expertise on macroeconomics and market predictions. He argues we're nearing another inflationary bubble and discusses the growing risks of entitlement obligations. Mel predicts gold prices could skyrocket to $50,000/oz and explores the implications of yield curve distortions on markets. He also highlights the challenges of sovereign debt and strategies for navigating the complexities of current financial landscapes, including the potential impact on the FX market.
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Quick takeaways
- Mel Mattison predicts another inflationary bubble, emphasizing the impact of growing entitlement obligations on market dynamics.
- The anticipated correction in equity valuations reflects a necessary adjustment to economic fundamentals, suggesting a bullish trend ahead.
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Market Correction Insights
A significant market correction of 15-20% was anticipated due to soaring equity valuations driven by widespread bullish sentiment. The prediction was informed by economic fundamentals that suggested equities were overpriced, leading to the expectation that they would need to adjust to lower valuations. This correction was originally forecasted in late 2021, targeting the S&P 500 to decline to around 5150 points. The rapid recovery from this dip is viewed as a precursor to a bullish trend moving forward, with expectations for a substantial rebound fueled by inflationary growth.
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