As you know, the first few weeks of 2025 have gotten off to a rocky start in the markets. But something special is in the air as we head toward Inauguration Day...
I'm Expecting a New 'Roaring Twenties'
By Pete Carmasino, chief market strategist, Chaikin Analytics
As you know, the first few weeks of 2025 have gotten off to a rocky start in the markets. But something special is in the air as we head toward Inauguration Day...
Donald Trump will officially start his second term as president on January 20. That's this coming Monday.
He's already busy putting together his plans...
Trump has promised to "make heads spin" as soon as he moves back into the White House. His team said to expect a bunch of executive orders by the end of the month.
Trump is also crafting his cabinet...
He nominated U.S. Senator Marco Rubio to lead the Department of State. He tabbed Robert F. Kennedy Jr. to run the Department of Health and Human Services. And he selected war veteran and television host Pete Hegseth to oversee the Department of Defense.
Trump has made other moves to get ready for his second term as well...
For example, he said that he'll create a presidential advisory commission.
Wealthy entrepreneurs Elon Musk and Vivek Ramaswamy will lead the new Department of Government Efficiency. And as Trump said when he broke the news in November...
A smaller Government, with more efficiency and less bureaucracy, will be the perfect gift to America on the 250th Anniversary of The Declaration of Independence. I am confident they will succeed!
It's still unclear what Trump, Musk, and Ramaswamy will do to make the government more efficient. We need to take a wait-and-see approach when it comes to their proposed cuts.
But I believe this move and Trump's other plans do make one thing clear...
The No. 1 impact on your wealth when Donald Trump takes office has nothing to do with taxes, tariffs, or inflation. Instead, ONE asset could catapult higher *very* quickly. Senior analyst Eric Wade sees 10X potential ahead. But January 20 is the last chance you'll EVER have to get in early (and see the biggest potential). It's so urgent, he has made an unusual, SHORTENED presentation to get you the details ASAP. Click here to learn more.
Billionaires Warren Buffett, Stanley Druckenmiller, George Soros, and David Tepper have all sold off massive U.S. stock positions, including shares of Nvidia, Apple, and Bank of America. Billionaire Ray Dalio, who runs one of the world's most successful hedge funds, says, "Things are going to get worse for our economy." What are these billionaires so worried about? Click here to see why experts and insiders may be preparing for the biggest financial crisis of the past 200 years.
In short, the setup from the Roaring Twenties is a lot like what we're seeing today. And back then, America experienced one of its biggest growth periods ever...
U.S. GDP shot up 4.7% each year from 1922 to 1929. Just 3.2% of Americans were out of work.
The stock market soared. New industries took off. And it seemed like a "golden age" across many areas – from automobiles to aviation and more.
The Roaring Twenties proved that when American business grows, the whole nation gains. Lower taxes and fewer rules allowed companies and people to keep more of their cash.
That led to more spending, more jobs, and a better life for most folks.
As investors, we're once again at the start of a Roaring Twenties bull market. And Trump's pro-business policies will combine with high efficiency to propel many stocks even higher.
Tomorrow, I'll go over the history that led up to the original Roaring Twenties surge. I think you'll find that no matter how you feel about Trump, today's setup looks a lot like it did back in the early 1920s.
Good investing,
Pete Carmasino
Market View
Major Indexes and Notable Sectors
# Hld: Bullish Neutral Bearish
Dow 30
+1.67%
9
13
8
S&P 500
+1.82%
70
261
167
Nasdaq
+2.3%
14
50
36
Small Caps
+1.97%
376
1072
451
Bonds
+1.72%
Financial
+2.55%
19
43
11
— According to the Chaikin Power Bar, Large Cap stocks are more Bearish than Small Cap stocks. Major indexes are mixed.
* * * *
Sector Tracker
Sector movement over the last 5 days
Energy
+5.16%
Materials
+3.42%
Financial
+2.04%
Discretionary
+1.91%
Industrials
+1.86%
Utilities
+1.03%
Real Estate
+0.1%
Health Care
+0.1%
Communication
-0.16%
Information Technology
-0.68%
Staples
-1.49%
* * * *
Industry Focus
Mining Services
0
21
14
Over the past 6 months, the Mining subsector (XME) has underperformed the S&P 500 by -12.58%. Its Power Bar ratio, which measures future potential, is Very Weak, with more Bearish than Bullish stocks. It is currently ranked #21 of 21 subsectors.
Indicative Stocks
ATI
ATI Inc.
CDE
Coeur Mining, Inc.
FCX
Freeport-McMoRan Inc
* * * *
Top Movers
Gainers
TSLA
+8.04%
BK
+8.03%
ISRG
+7.65%
WFC
+6.69%
C
+6.49%
Losers
LULU
-3.11%
VTRS
-2.82%
UAL
-2.52%
ABBV
-2.39%
CRL
-2.34%
* * * *
Earnings Report
Reporting Today
Rating
Before Open
After Close
MS, MTB, PNC
BAC, UNH, USB
JBHT
PEP
No earnings reporting today.
Earnings Surprises
GS The Goldman Sachs Group, Inc.
Q4
$11.95
Beat by $3.66
JPM JPMorgan Chase & Co.
Q4
$4.81
Beat by $0.77
C Citigroup Inc.
Q4
$1.36
Beat by $0.12
WFC Wells Fargo & Company
Q4
$1.48
Beat by $0.13
BK The Bank of New York Mellon Corporation
Q4
$1.72
Beat by $0.15
* * * *
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