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We’ve entered uncharted territory—a record-breaking government shutdown, a fragile economy, and markets that seem oddly unfazed. But don’t mistake calm for confidence. Beneath the surface, valuations are stretched, investors are jittery, and even Wall Street’s most powerful bankers are flashing warning lights.
In this episode, Mark Malek, CIO of Seibert and host of Wall Street Truthbombs, breaks down what’s really driving the market right now:
-Why investors are ignoring the shutdown—and what’s actually keeping them up at night.
-The latest ISM Services Report and what a 52.4 reading says about America’s economic pulse
-How tariffs and inflation are quietly reshaping trade, supply chains, and price pressure
-Why the Fed’s “cautious optimism” might be the most dangerous stance of all
-And what the data blackout means for traders trying to navigate a half-blind market
With the S&P 500 up 16% year-to-date and earnings growth stronger than expected, the market looks unstoppable—on the surface. But dig deeper, and it feels more like a tired climber near the summit: out of breath, wondering if there’s enough strength for one more push.
The truthbomb: This rally is living on momentum, not conviction. Services are still holding the economy together, but inflation is the thin air at altitude—and it’s getting harder to breathe.
Substack: https://substack.com/@wstruthbombs
X: https://x.com/WSTruthBombs
Patreon: https://www.patreon.com/wstruthbombs
BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social
TikTok: https://www.tiktok.com/@wstruthbombs
Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.
#foryou #stockmarket #stocks #trading #investing #economy #news #investmentadvice #inflationhedge #investmenttips
Support the show
By Wall Street TruthbombsWe’ve entered uncharted territory—a record-breaking government shutdown, a fragile economy, and markets that seem oddly unfazed. But don’t mistake calm for confidence. Beneath the surface, valuations are stretched, investors are jittery, and even Wall Street’s most powerful bankers are flashing warning lights.
In this episode, Mark Malek, CIO of Seibert and host of Wall Street Truthbombs, breaks down what’s really driving the market right now:
-Why investors are ignoring the shutdown—and what’s actually keeping them up at night.
-The latest ISM Services Report and what a 52.4 reading says about America’s economic pulse
-How tariffs and inflation are quietly reshaping trade, supply chains, and price pressure
-Why the Fed’s “cautious optimism” might be the most dangerous stance of all
-And what the data blackout means for traders trying to navigate a half-blind market
With the S&P 500 up 16% year-to-date and earnings growth stronger than expected, the market looks unstoppable—on the surface. But dig deeper, and it feels more like a tired climber near the summit: out of breath, wondering if there’s enough strength for one more push.
The truthbomb: This rally is living on momentum, not conviction. Services are still holding the economy together, but inflation is the thin air at altitude—and it’s getting harder to breathe.
Substack: https://substack.com/@wstruthbombs
X: https://x.com/WSTruthBombs
Patreon: https://www.patreon.com/wstruthbombs
BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social
TikTok: https://www.tiktok.com/@wstruthbombs
Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.
#foryou #stockmarket #stocks #trading #investing #economy #news #investmentadvice #inflationhedge #investmenttips
Support the show