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On today’s show, we discuss:
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Tweets/Bluesky:
Tech’s 66% gain off the April low was the best six-month return for the sector outside 1983, 1999, and 2000. Three-year and 10-year returns have been exceptional but only roughly half the magnitude that was reached at the peak of the dotcom bubble. pic.twitter.com/yjrzesIRf1
— Rob Anderson, CFA (@_rob_anderson) October 25, 2025
The risk to the DAT craze on the our bags has always been clear. @rektmando and I discussed it a fair bit on his show.
1) There would be too much supply of DATs. No reason to own them when you can own IBIT or ETHA ETFs.
2) They would start to trade at a discount to the… pic.twitter.com/C9KYonpOfn
— Stats (@punk9059) October 28, 2025
Reminder: Zweig breadth thrust was triggered back on April 24. 6 months have passed since the signal and the S&P 500 has gained 23.82% which makes it the 4th best signal in history. Only the ones in 1975, 1982 and 2009 have produced better gains 6 months after the signal. pic.twitter.com/d7fHsfJkjl
— CyclesFan (@CyclesFan) October 25, 2025
I’m begging people to go back and read the contemporaneous reporting of the housing market from spring of 2005 to mid 2006. It was meticulously documented by the mainstream press how insane consumer behavior was, and how prices subsequently began rapidly declining. https://t.co/8pOyiw2EIT pic.twitter.com/YPb9M2Zveg
— modest proposal (@modestproposal1) October 26, 2025
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