The Macro Dirt Podcast Turkey Markets and Thanksgiving Gratitude
12 snips
Nov 25, 2025 Tony and Jared dive into market rebounds just in time for Thanksgiving. They dissect the S&P and Nasdaq's recovery, with miners and semiconductors leading the charge. Bitcoin makes a notable comeback, bouncing off an $82,000 buy zone. The duo also discusses gold's breakout potential and shares trading strategies to avoid common pitfalls. They emphasize taking breaks to clarify thoughts and practice gratitude, highlighting its importance for success. Expect market insights and a Thanksgiving twist in this engaging conversation!
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Drawdowns In Bull Markets Are Normal
- The recent 6% S&P and ~9% Nasdaq drawdowns feel normal within a bull market rebound.
- Leadership (miners, semiconductors, uranium, industrials) resuming outperformance signals bullish continuation.
Don’t Average Down On Losers
- Avoid averaging down into losing trades and increasing position size on losers.
- Only add to positions that are winners to protect capital and mental edge.
Sector Rotation Confirms Strength
- Mining, semiconductors, and uranium re-emerged as market leaders during the recovery.
- Sector rotation back into these names strengthens the case for a broader bullish market.
