Thoughtful Money with Adam Taggart A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart
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Jan 4, 2025 
Lance Roberts, a seasoned portfolio manager, shares his sharp insights on potential market performance in the coming year. He warns against complacency, highlighting the unlikelihood of repeating past 20% returns. The discussion delves into how domestic issues and political events, especially around Inauguration Day, could impact market dynamics. Also covered are technical indicators, current sector performance struggles, and the importance of stock selection amid rising volatility. Roberts emphasizes that careful, active management strategies are essential for navigating the uncertain landscape ahead.
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Market Predictions for 2025
- Expect lower returns in 2025 after two consecutive years of 20% returns.
- Axioms like the Santa Claus rally or "so goes the first five days" are not foolproof.
First Day of January Trading
- The first trading day of January often sees selling pressure due to tax-related strategies.
- Portfolio managers may sell assets with gains to defer taxes until the next April.
Market Impact of Terrorist Attacks
- Terrorist attacks can trigger immediate market sell-offs due to uncertainty.
- The Federal Reserve may intervene with liquidity to stabilize markets after an attack.