This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto market, MicroStrategy’s earnings, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:02) Upcoming DAS 2025
(03:05) Tariff Delays
(04:41) Bitcoin and Crypto
(10:54) Ads (Skale, Ledger)
(12:01) Liquidity Outlook and Dollar Strength
(17:02) Market Discounting Trump, Bessent, & DOGE
(20:32) Treasury Issuance and Policy Changes
(28:06) Growth & Liquidity
(29:02) Bond Yields and Growth Expectations
(30:51) Ads (Skale, Ledger)
(32:06) Construction and Manufacturing
(33:57) Government vs. Private Sector
(36:14) Stock Market and Investment Sentiment
(40:44) MicroStrategy and Bitcoin Investments
(43:49) Evaluating Government's Role in Investments
(47:54) Upcoming Jobs Report
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.