Retired November 2025 – 9:25
Start the week with the “9:25” – you’ll get up to speed on what’s moving your money in the markets by the 9:30 open. Formerly, The Market Brief.
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šEveryoneās watching oil as the situation in the Middle East escalatesš¢ļø In this edition of the 9:25, I spotlight a few charts that may lead you to opportunity in the market right now. I also share my thoughts on last weekās FOMC, preview this weekās economic releases, and let you in on what Iām listening…
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This rally has no shortage of doubters. Understandably so. This edition of the 9:25, I share two charts to contextualize the spectacular stock market recovery and prepare you for a busy week ahead.
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āØ AI saved the market in 2023. Can it do it again in 2025? Maybe, but not in the same way. How can it be done? š š±ļø Click around, find out š
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šøWhile 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 moveš The animal spirits that first accompanied Trumpās election victory appear to be waking up. In this edition of the 9:25, I share why I…
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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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![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)
šThe global economy is massive, and shocks take time to work through. Itās not unreasonable to expect a long duration for data distortionš 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?…
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With tariffs in excess of 100%, thereās now a de facto trade embargo between two countries that make up ~44% of global GDP. While we’re seeing progress in the headlines and on social media, until we see that progress in signed agreements, we can’t let one good week of price action lead us to conclude…
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šµ The USD is typically seen as a safe-haven asset š¦ŗ But during this event-driven selloff, it hasnāt attracted the usual bidādown ~7% while the S&P 500 is off ~15%. This isnāt your typical sell-off, and parts of the usual risk-off playbook arenāt working. A classic defensive sector may have just lost its safe-haven bid.…
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šLetās not confuse a rally with resolutionā ļø Markets rallied hard, and it felt goodābut we need to talk about what has changed and what hasnāt. This edition of the 9:25 does exactly that. It also takes time to unpack the role fixed income played in last weekās events, why staying invested matters, and what to…
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šØ So, Iāll start by saying this: I bought Fridayās close. š In this edition of the 9:25, I talk about the bloodbath in the Rose Garden, explain why I was a [reluctant] buyer, talk about finding a bottom, and queue up earnings season.
Gorilla With Glasses 