Pullback Underway? Did The Market Move Too Far Too Fast? | Michael Lebowitz скачать в хорошем качестве

Pullback Underway? Did The Market Move Too Far Too Fast? | Michael Lebowitz

YOU CAN STILL GET THE 'LAST CHANCE TO SAVE' PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference Portfolio manager Michael Lebowitz looks back at the red-hot rise in stocks over the past two month and asks: Have stocks moved too far too fast? Can this continue without a pullback first? This video, recorded on Thursday due to my travel schedule, asked these questions RIGHT before the S&P fell nearly 3% the following day. Which raises the question: Has a larger pullback just started? For everything that matters to markets, watch this latest weekly Market Recap. #investing #marketcorrection #aibubble 0:00 - Middle East Peace News 2:21 - Geopolitical Impact on Markets 4:55 - Conference Announcement and Recording Context 6:09 - Transition to Michael's Market Analysis 7:00 - S&P 500 Technical Analysis 12:11 - Speculative Assets and Portfolio Performance 18:52 - Valuation Concerns and Historical Parallels 25:12 - Portfolio Management and Risk 30:55 - Private Equity and Credit Risks 35:09 - Corporate Bond Market Analysis 43:12 - Sector Rotation and Value Opportunities 47:15 - Precious Metals Analysis 56:40 - Speculative Fever Across Assets 1:03:50 - Dollar Debasement and Gold Thesis 1:08:45 - TIPS (Treasury Inflation-Protected Securities) Discussion 1:18:20 - Inflation and Economic Outlook 1:19:49 - Closing Thoughts and Actionable Advice _____________________________________________ 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 © 2025 Thoughtful Money LLC. All rights reserved.