The Market Gave You 5 Bull Runs. You Married The First One.

It’s been a while since I’ve written about my thoughts about equities sector, but I think it’s time to share some thoughts on what I’ve been seeing in the markets lately.

As I mentioned recently, I’ve been pivoting more into commodities, forex, equities and boy, has it been a learning experience.

This administration gave us a lot of bull markets to chase.

Not one bull market. Multiple. Rotating. Overlapping.

And that distinction matters, because it changes how you should think, position, and most importantly, how you should not get hypnotized by whatever is making headlines this week.

What I hear in this conversation isn’t “metals good, AI bad” or “Trump means lower rates.”

Twitter: https://x.com/arndxt_xo/status/2009616473296425225

FULL article: https://threadingontheedge.substack.com/p/the-market-gave-you-5-bull-runs-you