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So what do 196 mostly bullish money managers with close to $500 million under management think about a stock market that continues to make new highs in one of the seasonally weakest months?

So what do 196 mostly bullish money managers with close to $500 million under management think about a stock market that continues to make new highs in one of the seasonally weakest months?
President Trump announced sweeping new tariffs on pharmaceuticals, heavy trucks, and furniture imports. The duty on pharmaceuticals sits at 100% for patented drugs unless the producer is building a manufacturing plant in the US.

President Trump announced sweeping new tariffs on pharmaceuticals, heavy trucks, and furniture imports. The duty on pharmaceuticals sits at 100% for patented drugs unless the producer is building a manufacturing plant in the US.

President Trump announced sweeping new tariffs on pharmaceuticals, heavy trucks, and furniture imports. The duty on pharmaceuticals sits at 100% for patented drugs unless the producer is building a manufacturing plant in the US.
US lawmakers are edging closer to a possible government shutdown as the September 30 deadline nears. Republicans and Democrats are currently divided on a compromise.

US lawmakers are edging closer to a possible government shutdown as the September 30 deadline nears. Republicans and Democrats are currently divided on a compromise.

US lawmakers are edging closer to a possible government shutdown as the September 30 deadline nears. Republicans and Democrats are currently divided on a compromise.
With BLS figures under scrutiny, indices from Truflation, Zillow, Adobe and ISM show a more nuanced picture of prices
US economic data points to re-acceleration, with the Atlanta Fed's GDPNow and Citi Economic Surprise Index signaling stronger growth. A strong September jobs report could drive higher wages and hours, but forecasts set a low bar for job creation and stable unemployment.

US economic data points to re-acceleration, with the Atlanta Fed's GDPNow and Citi Economic Surprise Index signaling stronger growth. A strong September jobs report could drive higher wages and hours, but forecasts set a low bar for job creation and stable unemployment.

US economic data points to re-acceleration, with the Atlanta Fed's GDPNow and Citi Economic Surprise Index signaling stronger growth. A strong September jobs report could drive higher wages and hours, but forecasts set a low bar for job creation and stable unemployment.
Dividend stocks trade at steep discounts today after underperforming big tech over the past few years. Meanwhile, four powerful tailwinds line up in their favor.

Dividend stocks trade at steep discounts today after underperforming big tech over the past few years. Meanwhile, four powerful tailwinds line up in their favor.

Dividend stocks trade at steep discounts today after underperforming big tech over the past few years. Meanwhile, four powerful tailwinds line up in their favor.

The market is rising even as economic warning signs increase, including the deteriorating jobs and housing markets, reminiscent of past bubbles. The AI revolution is powering most of the growth in the economy right now, along with unsustainable fiscal deficit spending.

The market is rising even as economic warning signs increase, including the deteriorating jobs and housing markets, reminiscent of past bubbles. The AI revolution is powering most of the growth in the economy right now, along with unsustainable fiscal deficit spending.

The market is rising even as economic warning signs increase, including the deteriorating jobs and housing markets, reminiscent of past bubbles. The AI revolution is powering most of the growth in the economy right now, along with unsustainable fiscal deficit spending.
Tariffs, tight credit weigh on hiring plans while some channels for rate relief are clogged.
Technical analysis is more relevant than ever for investors in 2025, serving as a crucial component of risk management. My investment approach combines fundamental screening with price chart patterns to determine which risks are worth taking.