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Weekly Combo Podcast for July 14-18, 2025
Link to The SPX Investing Program https://spxinvesting.substack.com
Link to The Daily Pivot Newsletter: https://thedailypivotnewsletter.substack.com/
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The market remains constructive, led by growth sectors, but faces risks from rising yields (watch 4.5%), tariff developments, and potential profit-taking due to high sentiment. Earnings, particularly from banks, will be critical. The second half of July historically underperforms, so caution is warranted despite positive trends. Monitor financials and small caps for signs of strength or further weakness.
DISCLAIMER This video is for entertainment purposes only. I am not a financial adviser, and you should do your own research and go through your own thought process before investing in a position. Trading is risky!
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