Trimming into the Stock Market Blow off Top Dear Reader It's your lucky day, you get access to my most recent timely market brief that was first made available to patrons early Tuesday, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat. S&P blow off top opps to trim continue, Nvidia now $164 on route to $174 next. I'm now 38.4% cash within reach of my 40% target as per my Mid March Preparing for the next Bear Market strategy article (https://www.patreon.com/posts/stocks-bull-end-124716488) CPlie Tuesday market expectations are for no change 2.4%, but tariffs inflation 'should' start showing hence expect HIGHER inflation, spike to something like 2.9%, then what for Trump calls to CUT rates? And if so then stocks and bonds will definitely have a wibble wobble! Next earnings season is fast approaching, spreadsheet has been updated link in most recent article (https://www.patreon.com/posts/stock-market-off-132914909) Many stocks are over valued so I expect a number such as Coin and Roblox to take a dump given that they are priced for perfection. I have sold virtually all of my COIN and hold very little Roblox. Reporting this week: ASML - 16th July - $802 - EGFS +3$, +22%, Dir -26%, PE Ranges 57%, 27% TSMC - 17th July - $230 - EGFS +13%. +31%, Dir -8%, PE range 101%, 169%. Bitcoin now $102k above it's 2022 $16k bottom, within touching distance of my 2 year target range of $120k to $170k. My lowest buy is $16,258, within a couple of hundred bucks of THE LOW. In fact I still hold those first 2 buys whilst I long ago trimmed the rest of what I bought during the bulls first year.
What's Next? Bitcoin $134k, it will probably try to nudge above $140k. Coupled with Alt Season, seeing the likes of Solana trade above $260. Next Bitcoin bear Market? BTC sub 50% of it's high, alt's typically 80%. GBP Looks like it's targeting 1.29 before it's next leg higher, where a break of $1.38 targets 1.44, base case for 2+ years $1.40 is not far off, and it could spike to $1.52 beyond which is the twilight zone. Copper 50% Tariff - Trump pressed the moron button again! What's the most moronic thing Trump could do ? Force Powell out of office, you are going to see a market blood bath, capital flight as happened during the Trump crash! Bonds, Stocks and the Dollar ALL falling together! All whilst the hype brigade fantasise about rate cuts upside, there ain' t going to be any upside, there's going to be Pandemonium if Powell quits! GROK4
It reads like a copy and paste job! �� They could not let it be so Grok 4 has now been lobotomised before it went on to leak the Epstein paedo list that includes Trump and Clinton and hundreds of America's elite. The great irony of spending billions to hear the truth and then deciding it's not the kind of truth they want to hear! TOO TRUTHFUL! Hence it's been crippled, they can do this upto a point, but eventually as I wrote in my article it will go beyond the capabilities of the cabals to control. Nobody is asking the real question - WHO WAS EPSTEIN WORKING FOR! Entrapping America's elite? The AIPAC Parasite thats who! You've been lied to for DECADES and now slowly, ever so slowly the blinkers are coming off! Next article will be focused on earnings and include a look at US and UK housing markets. Your continuing to trim the getting lucky rally unlobotomised analyst. Nadeem Walayat For immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat. Most recent analysis - Stock Market Blow off Top vs Trump Uncertainty Syndrome
CONTENTS The whole of this extensive analysis has first been made available to patrons who support my work, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat. Recent analysis - The God of Trade War vs AI Inflation Mega-trend Stock Market 2025
CONTENTS: Stock Market Tarrified as President Dump Risks Turning Recession into a Stagflationary Depression
Stocks Bull Market End Game Bear Start Strategy
Stocks, Crypto and Housing Market Waiting for Trump to Shut His Mouth!
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Monday, 14 July 2025
Trimming into the Stock Market Blow off Top
