DLA Markets

Pennsylvania was just called for Trump which gives him 267 electoral votes. With 3 guaranteed votes from Alaska, he is guaranteed to win the election! We are seeing in REAL TIME, the DEATH of identity politics, open borders, lawfare, soft on crime, boys competing in girls sports, berating men for masculinity, the assault on traditional families, indoctrination of our children, antisemitism, and especially the death of the woke culture! The will of the people rules and has spoken! God Bless America!

1 year ago | [YT] | 5

DLA Markets

Forget all the freakin polls out there! In a recent interview on Bloomberg, Stanley Druckenmiller revealed what the markets are telling us about the likelyhood of a Trump Victory! Very interesting perspective from the world's greatest investor! youtube.com/shorts/gxfFmpijzj4

1 year ago | [YT] | 0

DLA Markets

China recently unleashed a series of financial policies that were intended to stimulate its economy, real estate sector and especially its stock market. This has been referred to as a "Liquidity Tsunami". In this video I explain exactly what China is doing and how it can affect the US stock market. Tom Lee of Fundstat is featured on this video as he reinforces the points I make in my presentation on a recent CNBC interview on the subject. https://youtu.be/sedKcbPQNSg

1 year ago (edited) | [YT] | 2

DLA Markets

One of my favorite business quotes: " An ounce of morning is worth a pound of afternoon"

1 year ago | [YT] | 1

DLA Markets

Tom Lee of Fundstrat has had a tremendous track record of predicting the stock market over the past few years. Most notable, in 2023 he correctly predicted the 2023 stock rally where the NASDAQ and more specifically the "Magnificent Seven" where up over 40%. This prediction is particularly noteworthy since at the beginning of 2023, everyone was bearish and expecting a recession. Check out this recent interview on CNBC where he gives his thoughts on 2024. Given his past record, he is definitely worth listening to! https://youtu.be/KFanJooe05U?si=VJfWg...

2 years ago | [YT] | 0

DLA Markets

DLA Markets mourns the loss of investment legend Charlie Munger. Serving as Warren Buffett's alter ego and Bershire Vice Chairman for close to 50 years, he was noted for his incredible wit and investment acumen. He was known for convincing Buffett to buy "incredible companies" at "reasonable prices" and to abandon Ben Graham's method of buying "reasonable companies" at "incredible prices". Buffett credited his influence on him for some of his greatest investments such as Apple, Coca Cola, and others. He will be sorely missed by all that followed him. I produced a number of videos featuring him over the years. Check them out on the channel, including this one: https://youtu.be/GIPt0tYUapU

2 years ago | [YT] | 3

DLA Markets

Some of Wall Street's biggest names issued bleak outlooks for the global economy during the Future Investment Initiative in Saudi Arabia this week.
JPMorgan CEO Jamie Dimon, BlackRock CEO Larry Fink, Bridgewater Associates founder Ray Dalio and others all shared their views. They touched on everything from the Israel-Hamas conflict and pressures on commercial real estate to inflation, interest rates, fiscal and monetary policies, and the risk of recession. https://youtu.be/JtnuUV2kix0

2 years ago | [YT] | 0

DLA Markets

Market Update. Following a dramatic change in market sentiment due to a number of rapidly changing perceptions on the economy, interest rates, the bond market, multiple expansion, and the AI craze, will take the FANG stocks and the rest of the market lower in the Fall. The stock market is poised for a big sell-off!

The stock rally that we experienced since the beginning of the year and the past 3 months was driven primarily by 3 factors: 1) Soft landing narrative, 2) multiple expansion, particularly in the FANG stocks, and 3) The AI Craze. People also concluded that inflation is coming down and the FED could start lowering rates as soon as 4th quarter 2023.

Recently, in the last few weeks, several major things have happened to change the psychology of the market. Energy pricing across the board, have started rising again along with the services sector of the economy remaining extremely strong. In addition, the labor market as measured by wage inflation and unemployment (3.5%) have remain extremely tight. Yields have also started to rise with the 10 - year treasury hitting a 25 year high of 4.3% and ending the week at 4.25%.

The stock market has finally begun to realize that inflation is starting to rise again and the FED will have to keep interest rates higher for longer than most people think. As long as unemployment stays low and everyone is working, this will keep pressure on pricing and therefore inflation pressures will continue to persist. This "soft landing" scenario is the worst of all worlds for the stock market because it insures that inflation will stay high. This view is reinforced by the government flushing an additional $5-$6 Trillion of deficit spending into the system with the with Biden's ridiculous spending bills, the Inflation reduction act, the rescue plan, and the infrastructure bills. All of these deficit spending packages increase employment and drive up demand for goods and services in an economy where the FED is trying to do exactly the opposite. Government incompetence at its finest!

All of these factors have contributed to the rise in bond market yields and the change in sentiment that I see where "good new" is "bad news" for the stock market going into September and October. There stock market is therefore, poised for a significant sell-off in the fall of this year, particularly in the Fang stocks and the NASDAQ 100!

https://youtu.be/ahulRsPAYQ4

2 years ago | [YT] | 0

DLA Markets

Do you currently think we are in a recession in the US?

2 years ago | [YT] | 4

DLA Markets

How many more times do you think the FED will raise interest rates?

2 years ago | [YT] | 3