explicit
explicit
Oil
Metals
USD
Morgan Stanley
8.4
Investment Bank $1600.00B
Michelle Weaver 9.0
Investment Bank $1600.00B
Michelle Weaver 9.0
Bitcoin; $SPY
11/22/2025 1:57:04 AM
ndx
We think we're gonna end next year around 7800. So quite a bit of upside still, for large caps ahead
Maintains bullish outlook on large cap tech despite near-term choppiness, sees continued AI-driven growth
| 11/14/2025 8:08:25 PM | medium term up | 21 days later | +3.34% | +3.34% |
| 11/7/2025 11:22:11 PM | short term up | 7 days later | -3.17% | -3.17% |
| 11/4/2025 2:20:08 PM | medium term cautious down | 20 days later | -2.35% | +1.17% |
| 11/3/2025 5:11:21 PM | medium term up | 20 days later | -2.21% | -2.21% |
| 10/31/2025 9:47:56 PM | short term up | 7 days later | -1.39% | -1.39% |
| 10/31/2025 3:02:13 PM | medium term cautious up | 21 days later | -4.23% | -2.12% |
| 10/21/2025 3:40:54 PM | medium term up | 20 days later | +2.63% | +2.63% |
| 10/14/2025 9:08:43 PM | medium term up | 20 days later | +2.79% | +2.79% |
| 10/2/2025 9:07:28 AM | medium term up | 20 days later | +1.26% | +1.26% |
| 9/23/2025 3:45:06 PM | medium term up | 20 days later | +0.31% | +0.31% |
| 9/22/2025 11:26:50 PM | short term cautious up | 6 days later | +0.13% | +0.06% |
| 9/8/2025 9:33:32 PM | short term up | 6 days later | +1.90% | +1.90% |
| 9/4/2025 5:07:54 PM | medium term up | 20 days later | +3.15% | +3.15% |
| 9/4/2025 9:41:48 AM | medium term cautious down | 20 days later | +3.15% | -1.57% |
| 8/18/2025 11:36:07 PM | medium term up | 20 days later | +1.61% | +1.61% |
| 8/7/2025 5:16:29 PM | medium term up | 20 days later | +0.39% | +0.39% |
| 8/5/2025 10:59:28 PM | medium term up | 20 days later | +0.90% | +0.90% |
rut
We actually recently upgraded small caps, overweight versus large caps. We do think that there is going to be more risk appetite as we get into the first part of next year
Expects rotation into small caps due to improved earnings revisions and transition from rolling recession to rolling recovery
yields
our economists think that we're going to get a dovish pause in September and we'll have three cuts in next year
Expectation of Fed easing policy with multiple rate cuts indicates downward pressure on yields
| 11/14/2025 8:08:25 PM | short term cautious down | 7 days later | -2.30% | +1.15% |
| 11/12/2025 1:48:25 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/4/2025 2:20:08 PM | medium term cautious down | 20 days later | -3.73% | +1.86% |
| 11/3/2025 5:11:21 PM | medium term cautious down | 20 days later | -1.25% | +0.62% |
| 10/21/2025 3:40:54 PM | short term cautious down | 5 days later | +1.11% | -0.56% |
| 9/24/2025 2:05:49 AM | short term cautious down | 5 days later | -0.58% | +0.29% |
| 9/17/2025 8:50:18 PM | medium term cautious down | 20 days later | +0.61% | -0.30% |
| 9/8/2025 7:17:58 PM | short term cautious down | 6 days later | -0.98% | +0.49% |
| 9/4/2025 5:07:54 PM | medium term cautious down | 20 days later | +2.10% | -1.05% |
| 8/12/2025 6:27:35 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/5/2025 10:59:28 PM | medium term down | 20 days later | +0.90% | -0.90% |
| 8/5/2025 2:12:54 PM | short term cautious down | 5 days later | +1.26% | -0.63% |
