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Michael Tyler
@TheRealTci
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Following
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Economist, Strategist, Dad & Youtuber.
USA
Joined April 2023
This is the Biggest Secret for 2025.. Under Trump We will see inflation come down more than expected. VIA "DOGE" and Really just Rent's Coming down. It has already started. it takes a long time to get rent inflation down, but current Market rents show this as proof. Tariffs Will only be enacted to the Point of Which they don't Impact the Economy. When the $SPY Starts throwing a Fit... That's a No Go for the Trump Regime. So to the Extent Wallstreet is Fearful about Higher Inflation and Tariffs? It's Without a Doubt The Wrong View. This is a Positive Upside Surprise Coming in 2025, Especially for Small/Mid/Cyclicals. Bad News for Big Tech as they will no longer will be the only party in town and the "Defensive" Trade. Small Cap/Mid Typically have traded at a premium Valuation to Large cap tech, before 2023. Why? its actually Quite Logical.. Small/Mid Cap should offer more growth than Multi Trillion dollar businesses. Under this Framework, I'm INCREDIBLY Bullish on These Area's. You could actually experience something pretty remarkable next year... Imagine if Big Tech, Trading at 28x 2025 PE came down to 18x PE (Where The Avg $SPY Stock is at) & BUT Smalls and Mid Caps actually got to a 25x 2026 PE... This Would be a Stock Pickers Dream. As Long As we don't have a recession in 2025 (it's to early to call) This is what I'm expecting. It is the Biggest Secret for 2025. $SPY $QQQ $TSLA
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He made sure to throw in there "we don't know what we are doing at all" Cleaver. They know exactly what they are doing.
Sam Altman throws some shade at $TSLA CEO @elonmusk after his bid to control OpenAI: “His whole life is from a position of insecurity. I feel for the guy. I don’t think he’s a happy person.” Ouch..
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@ChipSun18 @elonmusk Maaan this roast got dark fast 😂 Grok will go back and forth with the roast 😂 kinda wild
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@TraderStevee 25 Million Monthly active Users in Ride Hailing. Would make launching robotaxi much easier
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RT @faststocknewss: SAM ALTMAN TELLS OPENAI STAFF THAT BOARD HASN’T ‘SEEN ANYTHING OFFICIAL FROM ELON’- CNBC
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RT @faststocknewss: FED’S WILLIAMS: MONETARY POLICY WELL POSITIONED TO BRING INFLATION TO 2%; EXPECTS INFLATION AT 2.5% THIS YEAR BEFORE EA…
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RT @NickTimiraos: The January CPI could show whether we're past the brunt of the stiff turn-of-the-year price resets that rudely greeted fo…
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RT @DeItaone: UNITED STATES AND BRITAIN DO NOT SIGN PARIS AI SUMMIT DECLARATION ON SUSTAINABLE AND INCLUSIVE AI
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RT @DeItaone: TRUMP SAYS HE DOES NOT THINK HAMAS WILL MAKE THE SATURDAY DEADLINE FOR HOSTAGE RELEASE
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RT @DeItaone: TRUMP, ASKED ABOUT ISRAELI ANNEXATION OF THE WEST BANK, SAYS THAT’S GOING TO WORK OUT
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