Maggie Lake Talking Markets Episode 81: Is There Still Fuel In The Tank. With Tony Greer.
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Sep 10, 2025 
Tony Greer, the insightful Editor of The Morning Navigator, dives into the current market landscape, discussing Oracle's impressive AI-driven rally and its impact on the S&P. He shares his enthusiasm for home construction and analyzes the recent surge in gold prices, while pondering potential market pullbacks. The conversation also touches on how declining interest rates have improved the tech sector's outlook and the importance of market sentiment for continued growth. Plus, personal anecdotes about baseball and cuisine bring a refreshing twist!
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Bull Market Still Has Fuel
- Tony Greer argues the bull market still has momentum driven by falling rates, strong technicals, and AI leadership.
- He sees many persistent tailwinds that justify staying bullish on equities.
Buy Sector Dips, Not Market Timing
- Take tactical opportunities when markets give sector-specific entries rather than trying to time broad tops.
- Place bids on dips because persistent trends reward early buyers and penalize latecomers.
Sentiment Is The Key Constraint
- Greer highlights sentiment as a key limiter and says extreme greed would worry him, but sentiment remained neutral despite all-time highs.
- He notes U.S. market dominance and huge market caps concentrate leadership in a few tech names.