Bulls, Bears & BS

The stock market is sending very clear signals that it anticipates President Trump will win a second term on November 5th. This will have a seismic effect on asset prices. This week, our host Graham Summers, MBA outlines some of the big picture for what a Trump win means for the markets.
For those of you who are looking to get detailed investment analysis on what a Trump win will mean for the markets, Graham will be posting a webinar on Friday 2PM EST detailing:
1) What a Trump win means for stocks in 2025-2026.
2) The upside target stocks should hit before the bull market ends and why.
3) Which sectors will perform best during a Trump 2nd Term.
4) Which sectors will underperform during a Trump 2nd Term.
5) The top individual stocks to own once Trump takes office.
...and more!
This webinar will be available to the general public for $49.99... However, Bulls Bears & BS listeners can reserve a place for just $19.99 using the link below:
https://phoenixcapital.infusionsoft.app/app/orderForms/Trump-2nd-Term-Webinar

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The Fed cut rates by 0.5% last week. Many commentators are seeing this as a signal that the economy is in recession. We completely disagree. In this week's episode, Chief Market Strategist Graham Summers, MBA outlines why this time "is different" and what it means for risk assets, particularly stocks. Graham also provides a macro framework for the next 18 months, as well as where he sees stocks going before this bull market ends.

Finally, Graham dives into gold's recent price spike, placing it in the context of two potential outcomes for what is happening in the financial system today. If you're concerned that inflation might be returning, and want to learn about some of the potential warning signs Graham sees that this might be the case, you won't want to miss this week's episode!

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The financial system is in the grips of two major macro forces. How this plays out will decide which framework investors will need to use. And once again the "Death of the U.S. Dollar" narrative is taking hold of the investment community. Is the great U.S. Dollar crisis finally here?

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This week Graham does a deep dive into the "smart money" asset class: bonds. Graham outlines how the bond market works, why it's extremely important for understanding the economy, and what it's saying about buying stocks today.

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China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are now in easing mode.
This will ignite the reflation trade.
This week, our host Graham Summers, MBA delves into the details of the reflation trade, outlining which stocks he's watching for clues as to what's to come. He also provides a breakdown of the macro picture for the U.S., particularly as it regards to housing.
You won't want to miss this!

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