| Ripple Effect — September 18, 2025
After Jackson Hole, the market priced in a quarter-point cut. Yesterday’s Fed announcement confirmed the cut. And the market reacted accordingly. Stocks rallied briefly, but then fell, briefly.
Jerome Powell insinuated there will be two more cuts this year.
So where does that leave us?
In overbought territory like we were on Tuesday.  Tech stocks remain extremely overvalued relative to their moving average. (Source: Barchart) In fact, if you follow technical indicators, the Nasdaq — a broad measure of tech stocks — is now “extremely overbought”… a level only seen in 0.4% of its history.
That’s less than half a percent, and it is likely the precursor to a correction when traders decide to take profits.
Our advice, “panic now, avoid the rush” and rotate your tech into hard assets such as gold , bitcoin, and commodities in general.
~ Addison | 
While everyone's chasing the same AI plays, George Gilder is focused on something completely different.
He says a 4-nanometer device that's 80 MILLION times more powerful than the chip he gave Reagan is now being made in America for the first time.
And he's identified 3 companies that control this technology.
See which companies before October 16 changes everything. | P.S.With further rate cuts on the horizon, traders will be rethinking their cash positions as yields drop.
This week on Grey Swan Live! with Adam O’Dell — at 2 p.m. ET, today, September 18, 2025 — we’ll be investigating the $10 trillion pile of cash sitting on the sidelines during the terrifying bull market on Wall Street.
Mr. O’Dell has been warning investors how impending changes to monetary policy are going to force savers out of cash and into the markets… or gold.
More details to come. Sign up now to become a member and join us for this week's call.  If you have any questions for us about the market, send them our way now to: feedback@greyswanfraternity.com.
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three. 
(Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com |
Post a Comment
Post a Comment