Wall Street Is Going NUTZ With Their S&P CRAZII Bullish Calls | Jim Rogers Warns Again

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월가 강세 전망과 달리 주택판매 급감(10월 -17.3% m/m), 경제서프라이즈 지수 하락, 미국 주식시장 집중도 사상 최고 수준을 근거로 경계론 제시. 단기 S&P500 5,940 지지선 부근까지 조정 가능성을 언급하고 5,810을 매수 구간으로 제시. 다우 지수 소폭 숏 진입 사실 공유. 연내 크리스마스 전후 큰 하락은 기대하지 않으나 내년 강세는 전망.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Wall Street is very bullish but the economic data don't add up and in fact I did a small short position at 44,990 Point pullback from where we are till next week so let me share with you more in detail let's go now before that s discri apply as usual and please make sure that you do your risk assessment all right guys the thing is this let's just be factual recently we saw Street going crazy right we have loads of bullish call from well Faro who just raised S&P 500 Target to um the number is 6,600 that's 10% from where we are now of course 10% for a year is nothing special with Donald Trump in the picture but with him imposing tariff immediately causing stir in the economy I I just cannot see what will be the best in scenario as a matter of fact right now we see Morgan stanle one of the most B bearish house since 2023 is also saying that now the S&P will go for 6,5 and in fact Goldman Sach says that the S&P could be going to 60003 so in fact barklay just came in and says that S&P is going for 606 now is when everybody is so bullish I just want to ask this question why Jim Rogers is giving a different view altogether Jim Rogers says that right things are going to be so bad that it going to be a dire position uh warning in fact Global Market is hit record high and he thinks that it's time to be very very careful now of course we know Jim Rogers have been saying this since 2023 2024 so of course people saying that hey he's just going to like you know this all the way wrong but the thing is this the Jor Soros his partner poter J stany dra Miller recently also has been shorting the US bonds market so the question is this why these guys are calling for sell but yet Wall Street is calling for buy so who is actually speaking the truth now one thing is that we can know that yesterday we saw the data coming out from the housing the new home sales it has basically collapsed 17.3% month on month in October now this is the largest month ofm drop since July 2013 this is something that you must take note this is no joke guys so this number tells us that something is just not right the data is not showing what we are looking at and that's reason why I have my concern but of course I cannot deny with Donald Trump in a picture right now the market just love him okay and plus Elon mask in the picture oh my God so one thing to note the macro data is showing things suddenly now what happened is that you can see the city economic surprise data has came down crashing all right mysteriously all right this is something incredible because all the way have been doing well especially during the election and now the numbers is coming down so this is not a good sign also at the same time and of course if you look into the um us Equity Market concentration okay has really hit a unprecedented high level the last time we saw something like this was do in the Nifty in the 1970s and the worst one is 19 1929 so the market cap right now we are actually at a very very high area and if you're asking me to buy shares at this moment right now I just can't feel like buying it I think this something that we need to rec consider now I'm not saying the market can't go up next year in fact I'm bullish next year but I think a pullback of certain number maybe like 10% from where we are right now will be a better time to buy into the market what do you think let me know in the comment box all right so for me I think that the short-term plus it's going to be Christmas thly I don't expect the maret to pull and since Donald Trump is in the house so I believe the S SMP may pull back now there will be a first support sofware around 5,940 that will be the support with s SMP I believe that the double top right now s SMP will pull back shortly to this point now of course if S&P holds here we can see a new high again to 6,130 but at the same time if the market breaks 49 49 for uh 5940 we may see pull back all the way down to 5810 and I think that would be a good level for you to buy some shares so let me know what you think about this view but for the Dow Jones where we have shorted I think that is a good try now it's not the best time to enter the market because you can see that let me just annotate this for a while my colors okay so what happened is that now the the Dow Jon is trading at below 4 44938 we did a small shot at 44,990 3,000 912 level now it may not happen a single day I don't think so but probably over a few days it is possible but at the moment now it's clear the boys are buying the retails are buying so with the moving average at the bottom it's kind of hard to call for a sell but with all these datas and all the bullishness as a Trader for so many years I think it's time to be just be careful all right so let's see how what happen if wrong itself itself we'll just cut off position and wait for mix time better trade all right this C siging off the and have a great day bye-bye