Stocks Likely To Trend Higher Into Year End? | Michael Lebowitz

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Have markets now made it safely through the seasonal risk of October?

Portfolio manager Michael Lebowitz thinks they likely have, barring some surprise curveball.

Which is why, should conditions remain steady, Michael sees stocks trending higher into year end.

He and I discuss why, as well as inflation, housing, recession risk, bond yields, gold and the recent sports betting scandal, as well as his firm's latest trades in this week's Market Recap

#inflation #goldprice #recession

0:00 - S&P Technicals: MACD/RSI Divergence, Support at 20/50-Day MAs
3:00 - Volume Signal: On-Balance Volume Flat—Rising Selling Pressure
4:50 - Earnings Boost: Big Tech Next, Buyback Blackouts End
6:18 - Santa Rally Setup: Holiday Rebalancing Aids Gains
7:45 - Pullback Odds: October/November Dip? Newton/Lance Echoes
9:08 - Economy Path: K-Shaped, Employment Drives 70% Consumption
9:31 - Growth Trend: 2% Natural Rate, No Recession—Fed's 1.8% Long-Term
10:46 - CPI Read: Sticky 3% YoY "Cool," But Shelter Lag Persists
12:02 - Shelter Drag: New Leases Plunge—CPI Normalization 1-1.5 Years
13:00 - Housing Stasis: Pent-Up Supply/Demand Balance, Prices Flat
15:00 - New Home Discounts: Cheaper Than Existing—Demand Softens
16:58 - MBA Rates: 6.3-6.4% Through 2027—Recession/Boom Alters
18:33 - Price Correction: Affordability Needs Drops, Not Just Rates
25:40 - Trade War Noise: Trump Tweets Kabuki—Market Desensitized
27:54 - Oil Bottom?: Sanctions Tighten, But Economy/OPEC Dictate
30:05 - Jobs Clues: ADP 25-50K Adds—Below Trend for 2% Growth
32:39 - Meme Froth: Beyond Meat Scams—SEC Lapse Fuels Gambling
38:05 - Spec Over Fundamentals: Negative Earnings Beat Positives 30%
43:04 - Energy "Steak": Fossil Fuels Cheap—Rotation Awaits Weakness
52:15 - Bond Grind: Yields Lower on Eased Volatility/Term Premium
1:02:29 - Debasement Hype: Media Spike, But Data Shows No Shift
1:05:20 - Printing Myth: Banks Create Money—Fed Restrictive on QT
1:07:15 - M2 Steady: No Excess—Pandemic Blip Erased
1:08:39 - Real Income Up: Purchasing Power Rises Despite Inequality
1:13:25 - Gold vs. Assets: Oil/RE Flat—Narrative Ignores Stagnation
1:15:30 - GLD Spec: Call Surge—Futures Leverage Drives Froth
1:17:44 - Gold Pullback: $3,300 Bullish—Trend to $2,500 Possible
1:27:32 - Trades Update: +Meta/JPM/Amazon, Trim ServiceNow
1:36:15 - Rant: More PE Fund than McDonald's—Hollows Firms, Ruins Sectors
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