StratFi's Lee on 2025: 'The trend is your friend til it bends or ends'

Money Life with Chuck Jaffe

Jim Lee, founder at StratFi, says investors can be "reasonably optimistic" about the first half of 2025, but says that by the time June rolls around "I'd start to get careful." Among the technical indicators Lee leans on is the "Kitchin Cycle," which runs 180 weeks (or three and a half years) and has a solid record over the last century, and the cycle is showing a market peak at the start of March in 2025. Less says the market has the momentum to keep rolling, but not too far past that peak in the Kitchin Cycle. Also on the show, Dana Miranda of the Healthy Rich newsletter discusses her new book, “You Don’t Need a Budget: Stop Worrying About Debt, Spend Without Shame and Manage Money with Ease,” Rita Assaf discusses the annual Financial Resolutions Study out from Fidelity, which showed a strong desire for "a year of living practically" in 2025, and Chuck discusses ways to measure the success of 2024, and how it fits into the big picture of both the market and of our personal lives.