In the Summer 2025 edition of Money Letter on Markets, host Brian Kelly breaks down the key factors shaping investor decision-making today. This episode explores the principles of long-term investing, current global market performance, and evolving expectations around Federal Reserve policy.Key topics include:-Historical lessons from the Great Depression, Black Monday (1987), and the 2008 Financial Crisis-The benefits of long-term investing: compounding returns, reduced volatility, lower taxes, and fewer transaction costs-Analysis of the Fidelity Growth Strategies Fund (FDEGX), with top holdings including Palantir, Axon, and Roblox-Global market index performance for 2025: Mexico, Brazil, Europe, India, China, Japan, and the United States-Fed rate cut probabilities and what investors should consider with fixed income and cash allocations-Yield trends in money market mutual funds and CDs-Highlights from JPMorgan's active bond ETF roundtable and yield curve strategiesFIRST TIME SUBSCRIBER OFFER: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFMoneyLetter Website: https://www.moneyletter.com/Connect with MoneyLetter:Phone: (800) 890-9670Email: [email protected]Facebook: https://www.facebook.com/profile.php?id=100063471065727 Instagram: https://www.instagram.com/moneyletter TikTok: https://www.tiktok.com/@moneyletter YouTube: https://www.youtube.com/@MoneyLetter