Former Wall Street Bull Now Expects Stocks To Fall 15-20% This Year | Mark Newton, Fundstrat скачать в хорошем качестве

Former Wall Street Bull Now Expects Stocks To Fall 15-20% This Year | Mark Newton, Fundstrat

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com When today's guest was last on the program back in Oct, he predicted stocks would end 2025 at all-time highs. And he was right. But he indicated that he had growing concerns about 2026. So, is he still worried about the year ahead? Or has the situation changed? To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee. In short, Mark sees the S&P dropping by 15-20% this year. He also shares the trading signals that will tell him it's time to start selling silver. For the details, including which assets he thinks will perform well this year, watch this video. Follow Mark at https://fundstrat.com/mark?utm_medium... Or on X at @marknewtonCMT #marketcorrection #goldprice #silverprice 0:00 - Macro level outlook update from previous interview 2:06 - Choppy year ahead with potential 15-20% decline 2:51 - Cycles turning down in late February 3:37 - Sentiment optimism and geopolitical factors 4:34 - Technology slowdown and sector rotation 5:24 - Not an earnings-led decline, broadening positive 6:00 - Outperforming benchmarks by avoiding big tech 6:57 - Portfolio managers' potential outperformance 7:35 - Overweights in energy, materials, industrials 8:11 - AI beneficiaries spreading beyond developers 8:35 - Governments taking interest in AI globally 9:26 - Basketball team analogy for market health 10:27 - Global indices at highs, constructive signs 11:18 - Watching tech comeback after earnings 12:20 - Difficulty picking tops, segue to gold/silver 13:10 - Statistical rarity of consecutive strong years 14:11 - Difference in methodology from Tom Lee 15:48 - Choppy year with volatility and corrections 16:43 - Sharing screen for S&P outlook chart 19:04 - Sector overweights and concerns reversed 20:59 - De-risking strategies based on risk tolerance 21:48 - Commodities rally despite weakening inflation 23:52 - Silver's bullish long-term breakout 25:23 - Issues with metals' parabolic state and sentiment 26:23 - Rally into February then correction expected 27:35 - Conference views on bubble territory in metals 29:32 - Protecting gains with stops and trends 30:05 - Technical analysis over biased reasoning 30:50 - Interest rates bottoming, real yields creeping up 33:17 - Fed pressures and dovish policies 34:43 - Debt issues and tariffs' impact 36:03 - Fundamental question on precious metals 36:28 - Wall Street firms on bond regime shift 37:26 - Not suggesting gold entry now, poor risk-reward 38:17 - Crude ending bear market, rally expected 39:20 - Corroborative data on oil and gas attractiveness 40:41 - Need for fossil fuels with AI growth 42:10 - Cycles and trends for crude outlook 43:23 - Invitation for Q2 return appearance 44:08 - Dollar devaluation and currency opportunities 45:17 - Japan stock market and yen weakness 46:43 - Liquidity models and headwinds 47:55 - Affordability problems in housing 48:46 - Where to follow Mark Newton's work 49:35 - Closing thanks and appreciation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.