If You Didn’t Excel in 2024, I’d Bet Against You in 2025

2024 provided all the necessary conditions for you to have had the best year of your life. It was only a matter of mindset to spot the inversions all around you. There’s a meme floating around featuring Trump’s arc for the year to demonstrate my point. Even within that arc, it indicated a market suppression that could’ve been exploited as Trump’s arc unfolded—probably one of the only reasons a market speculator should pay attention to the news, to be frank.

For markets to behave and trends to emerge, it also implied the end of previous trends, such as the final nail in the coffin for emerging markets and their regulation into a permanent cycle due to artificial market stimulation and contraction. If you thought the FED was bad, consider every central bank to be worse. This is why USD and SWIFT are so bullish relative to its peers and why centralized US large cap has a choke hold on equites.

I genuinely believe that if you went against or failed to capture bits and pieces of this in 2024, you’re in for more of the same in 2025 due to ego, as organic supply and demand doesn’t lie.

We really are living in a New West. Which will be a transition for many.