In this latest monthly outlook from the advisors at New Harbor Financial, John and Mike discuss investing in a world of nosebleed valuations levels during a time when the Fed is cutting rates.This doesn't happen often.What makes more sense: Ride the current party until it ends? Or play it safe and leave it early?We evaluate the options in today's video, as well as what to do if sitting on big gains in the precious metals. We also identify several important end-of-year moves investors should consider implementing before the winter holidays arrive.

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#bullmarket #marketcorrection #goldprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Portfolio manager Michael Lebowitz joins us live to explain why he remains bullish on bonds here in the near term, as well as to take your Q&A#bonds #treasurybonds #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

When today's guest was last on the program back in May, he made the bold prediction that new all-time highs for the stock market were just weeks away.And he was right.And since then, markets have continued powering higher, trading at a new all-time high the day of this recording.So, is he still bullish on the markets prospects for the remainder of the year?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.Mark thinks stocks will likely enter a 5-10% correction in October/November -- which will offer a buying opportunity before the end of the year rally.After that? He thinks a more pronounced correction from extended highs could happen in the first half of 2026.

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#bullmarket #marketcorrection #technicalanalysis _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The stock market is back in party mode since zooming back to all-time highs in the wake of the April Liberation Day lows.And the Fed just cut its policy rate for the first time this year, and guided that more cuts likely lie ahead.So, can the bulls remain in charge and keep powering asset prices higher into 2026?Or are the many potential risks, not the least of which is a slowing economy, more likely to bring an end to the party?To discuss, we have the good fortune to welcome George Gammon to the program. George is best-known for his financial education media endeavors, most notably his George Gammon and Rebel Capitalist YouTube channels.

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#bubble #labormarket #jobs _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Right now nearly every asset class in rising in price simultaneously.And many indices and individual securities are hitting all-time highs.Investors are getting increasingly confident -- which explains the ongoing melt-up.How long will it last?And when it reverses, will it do so gently? Or violently?The longer the current momentum continues at this pace, the more likely the reckoning is sooner and more painful.Portfolio manager Lance Roberts and I discuss why, as well as the latest technical analysis, this week's FOMC release, gold, AI, social media, the just-announced TikTok deal, the housing market and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#interestrates #marketcorrection #bullmarket 0:00 - Market Heat: High Correlation Across Asset Classes (Stocks, Gold, Bitcoin)2:48 - Why This Rally Isn't "Broken" Yet – Investment Committee Insights3:35 - Train Analogy: Momentum Hard to Stop Despite Slowing Economy4:36 - Earnings as Key Driver: Bull Case vs. Risk of Reversal7:16 - Broad Momentum: Accumulator Model +8%, All-Weather +6%, AI +9%8:14 - Outlook: Exuberance Leads to 5-10% Correction, But Hard to Time10:11 - Tax Cuts Minor; Deregulation & AI Could Drive Growth (Nvidia-Intel Stake)13:31 - Historical Parallels: 1998-99, 2021 Euphoria Ends in Corrections14:46 - Q4 Tailwinds: Earnings Beats, Buybacks +50% YoY, Manager Chasing16:42 - Bias Upward Through Year-End, But 3-5% Pullback Possible18:53 - Google Parabolic: 3-4 Std Dev Above Moving Averages19:35 - Standard Deviations Explained: 99% Odds of Correction24:18 - Gold Also Parabolic: Take Profits, Hedge Positions27:02 - Google AI Threat: Search Monopoly at Risk from Ad Revenue Loss37:47 - Mark Newton Outlook: Momentum to Oct/Nov, Then Correction into 202644:14 - Dot Plot: 4 More Cuts into 2026; Projections Show Slow Growth (1.8%)48:45 - TikTok Deal: Missed Chance to Curb Societal Harm from Social Media59:27 - Housing Cracks: Inventory Up in Midwest/Northeast (Boston +11%)1:04:54 - Idea: Incentive Kids to Live Nearby – Free House After Raising Family1:18:03 - Trades: Position Swaps Next Week – Max 30 Stocks for Outperformance1:20:21 - Rant: Lance's Wife Post-Chemo – Back to Work, Hilarious Wig Story1:26:40 - YouTube Wins: Nutritious, Authentic Content on Demand1:31:16 - Hater Drama: Troll Picks Fights for Visibility – Followers Defend_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

When Sven Henrich of NorthmanTrader.com was last on this program in May, he stated that it was "do or die time for the bears"

Well...it seems they died.

Since May, the S&P has rocketed to new all-time highsWe now see many equity valuation levels at their most extended levels in all of history.Though this is happening at a time when the global economy is showing increasing signs of slowdown.So as we head into the end of the year, can the bulls maintain their dominance?To find out, we'll now hear from the man himself.

Follow Sven at https://northmantrader.com/

Or on X at @northmantrader

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference

#technicalanalysis #marketcorrection #bubble _____________________________________________

Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

TO BUY GOLD & SILVER, contact Andy's firm at [email protected]

Precious metals expert Andy Schectman joined me for a livestream to discuss the significance of the ongoing breakout in gold and silver.What’s been behind it?Is it played out or is it just getting started?We addressed those key questions as well as several new developments (e.g., silver recently being declared a “strategic resource” by the USA) that Andy thinks makes the future of precious metals even brighter.#goldprice #silver #preciousmetals _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Oxbow at https://www.thoughtfulmoney.com/oxbowStock valuations are at their highest EVER, by many metrics.So much so that a recent guest on this channel calls them "pornographically" overvalued.And these lofty valuations come at a time when the macro data reveals the economy is slowing down.How long can this dichotomy last before either stocks must reprice downwards or the economy picks up?For seasoned expertise, we have the good fortune of welcoming back to the program high net worth financial advisor Ted Oakley, Managing Partner and Founder of Oxbow Advisors.#valuations #bearmarket #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference

_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Today's guest has been a relatively recent entrant into the world of macroeconomic analysis, but he has certainly made a big splash within a short period of time.Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newsletters around, currently sitting at #25 in the list of top financial Substacks worldwide.Chris's take, while unconventional and unapologetic, often puts its finger right on the heart of issues. He has a talent for declaratively stating in simple words exactly what the rest of us are all thinking, but haven't succinctly voiced yet.So, what's his view of the economy and markets right now?Let's ask the man himself.#recession #inflation #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.