MoneyFlows Big Money AI Podcast

We are witnessing an extreme risk-on rally. The S&P 500 golden cross has triggered. Just 3 months ago, few could entertain the thought of a face-ripping rally. Pundits proclaimed another 2008-style meltdown was in order. They were wrong…massively wrong. In fact, one of the steepest rallies in history occurred [https://moneyflows.com/blog/market-rally-breadth-future-projections/]. Fortunately for MoneyFlows, we were armed with data that forecasted a positive situation. We’ve been on record many times saying that the 2025 tariff crash mimics the 2020 COVID-19 crash to a tee. That’s the real analog that most missed this year. And the latest golden cross formation will only cause more pain for the bears over the medium term. Over the near-term, we are inching closer to a potential blowoff top [https://moneyflows.com/blog/forced-flows-and-the-blowoff-top/] that will bring a healthy reset for equity prices. Those who have missed out on the monster rally will want to have this single indicator on their radar in the coming days and weeks. Let’s now review the money flows landscape. Disclosure: This recap uses AI to better explore our post here: https://moneyflows.com/blog/sp-500-golden-cross/ Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

The crowd is excited again. Growth stocks are at all-time highs. The latest development is the NASDAQ golden cross. Wall Street has a lot to cheer about. Many of the world’s most important companies are breaking out to all-time highs. Microsoft (MSFT), NVIDIA (NVDA), and Broadcom (AVGO) which lead the A.I. race, have soared to new heights (disclosure I hold a long position in MSFT). And for good reason…analysts keep applauding their future earnings potential. I believe those rosy estimates are still too low and massively underappreciate the acceleration in technological advancement. Robotics, agentic A.I., physical A.I. and more are propelling stocks to levels few thought possible just 2 short months ago. Prophets warned us of the dreaded death cross [https://moneyflows.com/blog/death-cross/] for equities in April. We found the opposite to be true and signaled an incredible upside opportunity. Fortunately, we were on the right side of history on that non-consensus call. A crowd-stunning rally came to Wall Street like a thief in the night. Today, we see a more cheerful setup for tech stocks with the NASDAQ forming a golden cross. We’ll study history to learn what comes next. Disclosure: This recap uses AI to better explore our post here: https://moneyflows.com/blog/nasdaq-golden-cross/ Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

Stocks have gone nowhere in the last month. Much of this lackluster performance may be attributed to the Israeli conflict with Iran. Let’s unpack a Middle East war & stock market projections playbook. Geopolitical events are never fun to sit through. Whether it’s wars, debt downgrades, tariffs, or rate shocks – uncertainty is unsettling. And while the future is unknown, at MoneyFlows we’ve come to learn that overreacting often proves costly. We discussed a geopolitical playbook back in April 2024 after the Iran attack on Israel. Our message then was to study history for guidance. Bailing out of stocks would’ve proved costly given the 18.6% rally in the S&P 500 ever since. In a similar vein, today we’ll offer up a robust geopolitical signal study, looking at dozens of geopolitical events and market returns. Then we’ll study a handful of prior Middle East tensions for clues. Disclosure: This recap uses AI to better explore our post here: https://moneyflows.com/blog/middle-east-war-stock-market-projections/ Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

The unthinkable happened. 2 short months ago, stocks recorded record outflows. Fast forward to today, stocks are overbought. I’ve said it before, and I’ll say it again. Rarely does the crowd get rich together. It takes a data-driven action plan to create the courage to entertain unconventional ideas. And the fun isn’t over yet. My call for a blowoff top is still very much in play. As I see it, the biggest risk to portfolios near-term remains to the upside…not the down. Uttering the words overbought conditions may ignite fears of pain ahead. But that’s incorrect. Disclosure: This recap uses AI to better explore our post here: https://moneyflows.com/blog/stocks-are-overbought// Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

2025’s wild ride and trade tape bombs keep spooking investors. Many sold out just to witness Spring’s ricochet rally. It’s painful sitting on the sidelines…and given widespread defensive positioning, the bullish parade isn’t stopping. The pain trade is higher. Today we’ll highlight 3 bullish forces that will drive stocks to all-time highs. We’ll start by debunking two popular pillars of the bearish doom loop. Then, we’ll showcase an under-the-radar top-down signal few are even talking about. Finally, we’ll wrap up with the best sector to own right now and two to avoid. As a bonus, we’ll offer a buy and sell list of stocks to best position your portfolio. Disclosure: This recap uses AI to better explore our post here: https://moneyflows.com/blog/3-bullish-forces-that-will-drive-stocks-to-all-time-highs/ Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.