The Great Tech Reset of 2025 Is Here – Here’s How to Play It
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We’re getting ready to close the book on two straight sessions of (slight) declines on the indexes as the odds rise that the bulls will take a breather.
And yet, overall, bullish signals keep flashing and volatility is relatively subdued, especially in comparison to where we were a few weeks ago.
If a US debt downgrade and outright Japanese debt market collapse can’t meaningfully reverse this market… what can?
At this rate, we may well have to wait until July 8 and the 90-day tariff “pause” expiration to see any volatility. Stocks could well be at new all-time highs by then if the trend continues to unfold. We’ll look at that tonight, among other things.
In this atmosphere of strength, we’ll look at opportunities in quantum computing, crypto, and metals, too. We discussed a few promising setups in miners today, and I’ll tell you about those, too.
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Warm regards,
Don Kaufman
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