Everyone's buying semiconductors at PEAK prices.
And Goldman Sachs’ news on the Fed's rate cut windows shows why they’re about to get CRUSHED.
Here’s what’s happening and the two sectors to focus on instead:
And Goldman Sachs’ news on the Fed's rate cut windows shows why they’re about to get CRUSHED.
Here’s what’s happening and the two sectors to focus on instead:
Two dates matter for rate cuts:
September 5th: Jobs report (need under 100k new jobs)
September 11th: Inflation data (just needs to stay flat)
Hit these numbers and September rate cuts become likely.
September 5th: Jobs report (need under 100k new jobs)
September 11th: Inflation data (just needs to stay flat)
Hit these numbers and September rate cuts become likely.
Job numbers get changed by every president.
Trump is doing something different - making them show fewer jobs.
Why? He wants rate cuts to help the economy.
It's a mind game.
Trump is doing something different - making them show fewer jobs.
Why? He wants rate cuts to help the economy.
It's a mind game.
Everyone loves Nvidia and chip stocks right now.
But stock prices are way higher than actual profits.
Last time this happened, semiconductor stocks dropped hard.
We're buying hope, not real earnings.
But stock prices are way higher than actual profits.
Last time this happened, semiconductor stocks dropped hard.
We're buying hope, not real earnings.
Every new technology follows 5 steps:
1. New idea gets people excited
2. Everyone thinks it'll change everything fast
3. Reality hits - it's slower and harder
4. Prices crash when people get disappointed
5. Real money gets made later
1. New idea gets people excited
2. Everyone thinks it'll change everything fast
3. Reality hits - it's slower and harder
4. Prices crash when people get disappointed
5. Real money gets made later
AI stocks just finished steps 1 and 2.
Steps 3 and 4 are coming - that means price drops.
But step 5 is where smart money gets made.
Don't buy at the top. Wait for the crash.
Steps 3 and 4 are coming - that means price drops.
But step 5 is where smart money gets made.
Don't buy at the top. Wait for the crash.
While everyone chases tech, I'm looking at boring stuff.
Healthcare company bosses are buying their own stock more than ever.
CEOs only buy their stock for one reason: they think it'll make money.
Healthcare company bosses are buying their own stock more than ever.
CEOs only buy their stock for one reason: they think it'll make money.
Sector #1: Healthcare
Healthcare stocks just broke out of a key pattern.
They're still down 13% since September while tech went up.
When ignored sectors break out, that's when you should pay attention.
Healthcare stocks just broke out of a key pattern.
They're still down 13% since September while tech went up.
When ignored sectors break out, that's when you should pay attention.
Sector #2: Biotech
Biotech looks even better.
Down 13% from highs but forming a good breakout pattern.
Wall Street follows these patterns.
Most people miss them because they're not exciting.
Biotech looks even better.
Down 13% from highs but forming a good breakout pattern.
Wall Street follows these patterns.
Most people miss them because they're not exciting.
Now, I've recorded a 12-minute deep dive discussing Fed policy why these sector’s are on top currently.
If you don't want to get caught buying at the top of a hype cycle...
RT this and comment "FED" and I'll DM you the video.
If you don't want to get caught buying at the top of a hype cycle...
RT this and comment "FED" and I'll DM you the video.
Don't get tunnel vision on semiconductors.
The risk versus reward is poor right now.
Smart money follows where Wall Street actually puts their money.
The risk versus reward is poor right now.
Smart money follows where Wall Street actually puts their money.
I don't care if it's the most boring sector.
Home builders, biotech, insurance - doesn't matter.
I follow money flow, not hype.
Money makes stock prices go up, not excitement.
Home builders, biotech, insurance - doesn't matter.
I follow money flow, not hype.
Money makes stock prices go up, not excitement.
When stock prices get way ahead of earnings, be careful.
That's gambling, not investing.
And gambling always ends with prices falling back to reality.
That's gambling, not investing.
And gambling always ends with prices falling back to reality.
Innovation cycles are predictable.
We're near the top of the hype phase now.
Smart money waits for the disappointment phase to buy.
That's where real money gets made.
We're near the top of the hype phase now.
Smart money waits for the disappointment phase to buy.
That's where real money gets made.
Two sectors to watch instead of chips:
Healthcare - company insiders buying heavily
Biotech - breaking out after being beaten down
Both boring. Both ignored. Both might be profitable.
Healthcare - company insiders buying heavily
Biotech - breaking out after being beaten down
Both boring. Both ignored. Both might be profitable.
Tired of losing money on bad stock picks?
This Saturday 10am EST, I'll teach you a simple Sunday system to help you find quality stocks for the week ahead.
No daily stress. No constant monitoring.
Just focused weekend planning.
Save your spot: felixfriends.org/trainingx
This Saturday 10am EST, I'll teach you a simple Sunday system to help you find quality stocks for the week ahead.
No daily stress. No constant monitoring.
Just focused weekend planning.
Save your spot: felixfriends.org/trainingx
About me:
Ex-investment banker who started Goat Academy after seeing how broken financial education is.
Now helped 20,000+ regular people build wealth using trading strategies I learnt from Wall Street veterans.
If you want to make money trading profitably, let’s chat.
Ex-investment banker who started Goat Academy after seeing how broken financial education is.
Now helped 20,000+ regular people build wealth using trading strategies I learnt from Wall Street veterans.
If you want to make money trading profitably, let’s chat.
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