May 2025
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💸While the easy money has been made, I believe there are still clear opportunities in stocks to outperform an S&P 500 that I expect needs to consolidate before its next move🏁 The animal spirits that first accompanied Trump’s election victory appear to be waking up. In this edition of the 9:25, I share why I…
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The US10Y yield followed a reverse head and shoulder pattern to a T. So, now what? Let’s take a technical look at the all the important benchmark yield.
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What a difference the air in the Swiss Alps must make, huh? This rally isn’t going to win over any hearts easily, but armed with the lived experience of markets just three years ago, I think it would be silly to write off the possibility that the low is in.
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What a weekend in Geneva? In this edition of the 9:25, I provide my fresh thoughts on what this development means for stocks and the Fed and predict the next narrative bears will use to scare people.
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A Gorilla’s thoughts on 3 headlines from the week as the S&P 500 appears to have reached resistance.
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![9:25 on 5/05/25 – Data [Distortion] Dependent](https://gorillawglasses.com/wp-content/uploads/2025/05/9.25-on-5.05.25-thumbnail.png?w=960)
🌐The global economy is massive, and shocks take time to work through. It’s not unreasonable to expect a long duration for data distortion📊 The data points are not only contradictory, but some seem to be distorted by tariff-related activity. How is a data dependent body such as the Fed supposed to act under these circumstances?…
Gorilla With Glasses 