Maggie Lake Talking Markets Episode 68: Is Everyone Underinvested in the U.S.? With Tony Greer.
Jul 2, 2025
Tony Greer, Editor of The Morning Navigator and co-host of Macro Dirt, shares his bullish outlook on U.S. stocks while expressing skepticism towards gold. He argues that many are underinvested in the U.S., emphasizing a shift in market dynamics from tech to cyclicals and commodities. Greer highlights emerging trends in uranium mining, strategies for investing in industrial sectors, and the optimistic outlook for silver. The discussion also delves into contrasting market perspectives, balancing optimism with the potential for volatility.
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Home Builders Breakout Buy Signal
- Buy home builder stocks now that ITB has broken above key resistance at 95.
- This breakout aligns with stable low interest rates, signaling a strong trade setup.
Gold's Rally Disappointed Greer
- Despite widespread bullishness, Tony Greer is cautious on gold after its failure to rally despite a falling dollar.
- He expects potential downside risk if the dollar bounces short term.
Energy Sector Lacks Trade Momentum
- Oil prices currently balance consumer and producer needs, resulting in lackluster performance.
- Tony prefers exposure to industrial miners, uranium miners, and aerospace over energy trades right now.