Thoughtful Money with Adam Taggart Stocks Likely To Run Even Higher Before The Top Is In | New Harbor
10 snips
Feb 20, 2025 
John Lodra and Mike Preston, lead partners at New Harbor Financial, delve into the bullish outlook for stock prices and explore investment strategies amid market volatility. They discuss the promising potential of gold and mining stocks, emphasizing gold as a hedge against inflation and economic uncertainty. The duo also addresses concerns about job security, offering advice on emergency planning. Their analysis on treasury bills highlights dynamic risk-return strategies, providing crucial insights for savvy investors.
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Improving Market Breadth
- Market breadth, or the participation of different stocks, improved in early 2025.
- This broadening participation suggests greater market stability.
Managing Risk and Sleep
- If market exposure causes sleeplessness, reduce it through various strategies.
- Consider decreasing long positions, adding defensive assets, or using hedges like options or stops.
FOMC Minutes
- The FOMC minutes from January revealed discussions about inflation and ending Quantitative Tightening (QT).
- The market may interpret ending QT as a potential precursor to Quantitative Easing (QE).