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Ep. 15 - 2025 is Set to Be a Stock Picker’s Market

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Contenuto fornito da MAPsignals. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da MAPsignals o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

When all hope is lost, we yell to buy stocks.

When all hope is found, we enjoy the ride.

2025 is set to be a stock picker’s market.

One of my all-time favorite investor quotes came from The Oracle of Omaha, Warren Buffett.

Beware the investment activity that produces applause; the great moves are usually greeted by yawns.

This is so true. How often have we witnessed sentiment shift to extremes…only to revert to the mean?

A terrific example was one of my favorite calls from this Summer, when we made an extremely non-consensus pitch to get ready for a monster reversion trade for the ages.

Back then, the crowd could only imagine a world where the MAG 7 would surely dominate…forever. Suggesting the other 493 names were ready for liftoff was akin to blasphemy.

This easily disguised opportunity teed up one of the most powerful mean reverting trades seen in years.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/2025-is-set-to-be-a-stock-pickers-market/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

  continue reading

23 episodi

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iconCondividi
 
Manage episode 453987326 series 2854510
Contenuto fornito da MAPsignals. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da MAPsignals o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

When all hope is lost, we yell to buy stocks.

When all hope is found, we enjoy the ride.

2025 is set to be a stock picker’s market.

One of my all-time favorite investor quotes came from The Oracle of Omaha, Warren Buffett.

Beware the investment activity that produces applause; the great moves are usually greeted by yawns.

This is so true. How often have we witnessed sentiment shift to extremes…only to revert to the mean?

A terrific example was one of my favorite calls from this Summer, when we made an extremely non-consensus pitch to get ready for a monster reversion trade for the ages.

Back then, the crowd could only imagine a world where the MAG 7 would surely dominate…forever. Suggesting the other 493 names were ready for liftoff was akin to blasphemy.

This easily disguised opportunity teed up one of the most powerful mean reverting trades seen in years.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/2025-is-set-to-be-a-stock-pickers-market/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

  continue reading

23 episodi

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