Moody's was last credit agency to downgrade USA credit, first time in 100 years we are not AAA rated.
The current administration wants to devalue the USD, so I would expect President Trump to be happy we are enabling his vision. Careful what you wish for!
Posted on April 7th a short term bottom, and that proved correct.
Started looking April 23rd for "next push" to make an extended high and we got it March 11th.
We will see next week if Friday was a gift. We should make a new low over the months ahead. I am actually a little optimistic beyond that low for a mega rally unlike humanity has ever seen. The advancements of AI should create an explosion of discoveries and productivity in shortest period humanity has ever experienced. I will be watching for a bottom around Q4, with some chop into 2026 before we gain traction. The next rally will likely be very bifurcated, as sectors who benefit from AI will not be universal.
I am interested in when the USD will be stabilize into a "new world order" valuation.
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