Daily Charts - Where in the Cycle?

Callum_Thomas
01-14

1.Where in the Cycle?

I’m a big believer in cycles, and while I spend most of my time on the market cycle — lately I would say the Gartner Hype Cycle has become exceptionally relevant to investors with regards to the AI tipping point.

I would estimate we are either at or close to the peak of inflated expectations on Artificial Intelligence, and that means sooner or later we’re going to go down the dip and into the trough of disillusionment...

This happened with the dot com bubble, and it will happen again.

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2.Gold vs Bonds

Looks to be a trend here...

More of the same in 2025? $Gold - main 2502(GCmain)$

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3.Many markets price for perfection heading into 2025 -- for instance, credit spreads are ticking up off a 17-year low.

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Comments

  • KSR
    01-14
    KSR
    👍
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