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The market is pushing higher while economic data weakens. Rate cuts, soft inflation, and investor optimism are all converging. David Hunter shares his macro perspective on where this is heading. Hosted by Dale Pinkert Full episode → #Markets #Macro #Finance #Investing
11 条评论

@DaveHcontrarian @forexstophunter Sir! We are in a massive Bubble, here in NYC everyone has an AI paper startup and raising millions of dollars in seed funding. It will be ugly when it pops. Your target of 8,700 is just not factual, the CRASH will come much earlier than that.

@DaveHcontrarian @forexstophunter I think the economy is stronger than what everyone fears right now especially after that weak payroll data. S&P Global US PMI is that a high for the year and the Atlanta feds GDP now estimate is at 2.5% annualized for this quarter.

@DaveHcontrarian @forexstophunter @DaveHcontrarian Dave, why might the bust be relatively short-lived versus 3+ years, will it be because of the gigantic stimulus they'll unleash? Thank you.

@DaveHcontrarian @forexstophunter Great call once again David. Greetings from Hafling south Tirol, Italy. Me and my family had some nice days in the Alps. Tomorrow we'll return. I hope you are also having a nice time with your family and grandchildren in summer vacations.

@DaveHcontrarian @forexstophunter Hi Dave, have you read any of Stephen Miran's papers and what probability would you give that an official gold revaluation by Treasury or Fed happens in the next couple years?

@DaveHcontrarian @forexstophunter How do you expect 8k on S&P by Labor Day? It’s impossible

@DaveHcontrarian @forexstophunter How is this fraudster still calling for a melt-up Blocked forever

@DaveHcontrarian @forexstophunter Hello David want to start off by saying thanks for all you do for your followers. Question. Do you think the bust will also have a major effect on companies such as the MAG7. Do you believe we will see some companies weather the storm?

@DaveHcontrarian @forexstophunter Good stuff.

David, long term follower, but recently a nervous Neli We have a dangerous situation on MSTR stock and altcoins in the crypto market A Russell 2000 breakout would greatly improve their situation... Does an ISM Index over 50 figure into your Russell 3300 thesis? Because..by process of elimination.. 1. Global M2 has been leading higher..but IWM remains suppressed 2. ISM manufacturer's index remains under 50, which seems to confirm why IWM remains supressed 3. Today's Michigan Sentiment report fell from 61 to 58..which doesn't help move the needle higher on ISM Thoughts on if ISM is necessary to move small caps higher? (ISM independent of interest rates/DXY, etc)

@DaveHcontrarian @forexstophunter Great calls so far. Will be shocked if we see your 8500 this year.
