In this week’s edition, we describe why the stock market is at a critical juncture and why this week’s Fed meeting and (especially) the earnings from “big tech” hold the keys.....Despite the general narrative on Wall Street, earnings growth estimates have not increased much at all. So, we need good news from the tech sector...and more accomodation from the Fed...to keep the rally going near-term.
Podcast: At Some Point Soon, the Stock Market will Need More Actual Profits from AI
Also, Gold Still Has More Downside Risk Over the Near Term
Oct 28, 2025









