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Is the coast now clear for a year-end performance chase?
Episode 230
Published 11 months ago
Description
Markets enter one of the most pivotal weeks of 2025. With U.S.–China trade breakthroughs, a likely Fed rate cut and QT pause, and a stacked lineup of Mag 7 earnings, the stage is set for a potential year-end performance chase. Darius Dale breaks down how liquidity, policy, and positioning are converging to extend the Goldilocks regime — and why KISS and Dr. Mo remain the disciplined roadmap for navigating what comes next.