This is a bull market for stocks. If you're not making money in this environment, then you should probably reevaluate your strategies.
I know for a fact that I've witnessed individuals, who are clearly mentally ill, fight this historic rally pretending that there's some kind of epic credit crisis coming any day now (for over 2 years lol).
Whether it's fake breadth deterioration, or the "yen carry trade", or lies about Gold sending some kind of warning, or the Fed ruining everything, or small-caps underperforming, or Trump and his Magas.
It's always something.
These people will make up anything in their heads, no matter how outrageous, in order to justify poor decisions. Their egos are too fragile.
Good.
It might be a little sad to have to watch them ruin their lives. But it's great for us who recognize their vulnerabilities and have chosen to just profit from it all instead.
You see, when I hear credit crisis, I naturally look at credit spreads to see what's going on.
The answer is: NOTHING.
Still nothing...
Credit spreads are as tight as they've been this entire bull market:
If there is stress in the stock market, you're going to see it in credit.
It's just math.
The Bond market is more than twice the size of the U.S. stock market. So if there is going to be pressure on stocks, it will show up in Bonds.
It has not.
This week I was running around various cities in the northeast talking with smart folks about markets. It was a very successful trip. More on that soon.
If you want to know how to approach the market in 2025, and what specifically we're doing about it to profit the most, you can sign up here to join us on Monday.
If you can't make it LIVE, don't worry because the replay will be made available afterwards, along with the slides to download, and you'll also get 24/7 access to all the trade ideas.
I like learning from people who are experts in their field.
It's why I listen when Sean McLaughlin talks about options, or Louis Sykes talks about crypto, or Jeff Hirsch talks about seasonality.
And it's why I listen when Jeff Macke talks about retail.
Jeff is the guy when it comes to retail and consumer-based companies. He knows when a company is well-positioned for the future and when it isn't. He knows when a CEO is just B.S.-ing investors, and when they aren't. And he knows what signs to look for that a company may be turning it around or heading for the ditch.
So I'm extremely excited for this next livestream I'm doing with Jeff, Tuesday at 4 pm ET.
We'll be talking about his approach to investing in these companies, and he'll even give us a few of his favorites right now.
