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Ep. 15 - 2025 is Set to Be a Stock Picker’s Market

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内容由MAPsignals提供。所有播客内容(包括剧集、图形和播客描述)均由 MAPsignals 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

When all hope is lost, we yell to buy stocks.

When all hope is found, we enjoy the ride.

2025 is set to be a stock picker’s market.

One of my all-time favorite investor quotes came from The Oracle of Omaha, Warren Buffett.

Beware the investment activity that produces applause; the great moves are usually greeted by yawns.

This is so true. How often have we witnessed sentiment shift to extremes…only to revert to the mean?

A terrific example was one of my favorite calls from this Summer, when we made an extremely non-consensus pitch to get ready for a monster reversion trade for the ages.

Back then, the crowd could only imagine a world where the MAG 7 would surely dominate…forever. Suggesting the other 493 names were ready for liftoff was akin to blasphemy.

This easily disguised opportunity teed up one of the most powerful mean reverting trades seen in years.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/2025-is-set-to-be-a-stock-pickers-market/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

  continue reading

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Manage episode 453987326 series 2854510
内容由MAPsignals提供。所有播客内容(包括剧集、图形和播客描述)均由 MAPsignals 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

When all hope is lost, we yell to buy stocks.

When all hope is found, we enjoy the ride.

2025 is set to be a stock picker’s market.

One of my all-time favorite investor quotes came from The Oracle of Omaha, Warren Buffett.

Beware the investment activity that produces applause; the great moves are usually greeted by yawns.

This is so true. How often have we witnessed sentiment shift to extremes…only to revert to the mean?

A terrific example was one of my favorite calls from this Summer, when we made an extremely non-consensus pitch to get ready for a monster reversion trade for the ages.

Back then, the crowd could only imagine a world where the MAG 7 would surely dominate…forever. Suggesting the other 493 names were ready for liftoff was akin to blasphemy.

This easily disguised opportunity teed up one of the most powerful mean reverting trades seen in years.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/2025-is-set-to-be-a-stock-pickers-market/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

  continue reading

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