It is that time of year again when the “big boys” of Wall Street (with access to some of the smartest minds and more data and information than anyone else) roll out their glittering 2025 outlooks, each more meticulously polished than the last. As part of my annual tradition, I have been diving into these reports and well, think of it as my version of holiday reading, decoding jargon and spotting trends.
What about price targets? Sure, they offer a nice anchor for conversations and pitches but in the grand scheme of things, they are often pointless. Well, markets have a way of humbling even the sharpest minds.
It is not the economic data itself that drives stock prices, it is how investors react to it. Up to 50% or more of an asset’s price whether soaring to new highs or plummeting to lows can be fueled by the raw emotions of fear and greed. That is where my models come in. They do not just analyze market fundamentals, they delve into what investors are doing and thinking, helping to separate signal from noise.
Of course, this all leads up to the real highlight that is my bold predictions for 2025, which I will be releasing next month. Over the years, my clients will agree that my major bets have been quite good if I may say so myself with the occasional misstep in timing. Hey, even the best clocks run a little fast or slow now and then, right?
So ladies and gentlemen, mark your calendars. While the big boys may dominate the headlines, I aim to deliver insights that blend strategy, boldness and a touch of realism because in markets, a little humility never hurts.