The KE Report

Joel Elconin - Rate Cut At All Time Highs, Will History Repeat With Markets Going Higher?


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In this KE Report Daily Editorial, we’re joined by Joel Elcoin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, to break down the volatile market reaction to the latest Fed rate cut, shifting investor sentiment, and the reemergence of the value trade.

Key Discussion Highlights:

  • Fed Cuts at Market Highs: Since 1980, every instance of the Fed cutting rates at all-time highs has been followed by higher markets one year later - will history repeat itself?

  • Hawkish Powell & Government Shutdown Risks: Despite the cut, Jerome Powell’s hawkish tone and the ongoing U.S. government shutdown are adding uncertainty, with concerns growing over missed data and economic drag.

  • Trade Wars and Critical Minerals: Trump’s latest trade maneuvering - cutting new deals with Australia and Southeast Asia - may have backfired, strengthening China’s position and unsettling markets overnight.

  • Earnings & AI Fatigue: Big tech names like Meta and Nvidia highlight how massive AI spending may be outpacing returns, prompting investors to question where the next phase of growth will come from.

  • Rotation to Value: With tech under pressure, capital is flowing toward financials, utilities, and defensive value plays like Berkshire Hathaway and JP Morgan—signaling a market shifting gears, not retreating.

  • Click here to visit Joel’s PreMarket Prep website

     

    Click here to visit the Stock Trader Network

     

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    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

     

    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before mak

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