EVENTS:   Buckle Up for the Bond Market Meltdown - Dr. Frank Shostak/AAS Economics & Derek Sicklen/AAS Economics - 17 Jun 25   IRF Lunch: The Most Mispriced Market with David Woo - David Woo/David Woo Unbound - 18 Jun 25     ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   London   18 - 19 Jun 25       US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25      

Beat the Bear Market

Belkin Report

Tue 29 Apr 2025 - 16:00 BST / 11:00 ET

Topics

Financial markets are tearing down shibboleths. Deeply-held beliefs about investing are crumbling one by one

* The dollar. The dollar has now completely reversed and is back to the 98 level, only slightly below its pre-election level

* AI. The NYFANG index peaked on Jan 6, 2025 at 150 and is now 95, down -37%

* China. US hedge fund and retail investors loved Chinese stocks early this year. But the FXI is now down -18% from its March peak

* Gold. The belief that gold is a bad investment is a shibboleth, what are they thinking?

Belkin's downside targets for stock indexes are significantly lower. Sell and short into brief rallies and get defensive.