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December 4, 2025 43 mins

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the coming Fed decision and what the market is telling us. Plus, CNN's Fear and Greed Index is almost at extreme fear so why are most markets near all-time highs? Then, looking at the economy through the lens of Michael Kantro's HOPE theory and whether the recent ADP employment report is giving mixed messages. All this and more this week.

 

HOPE = Housing Orders Profits Employment

Russell 2000 Cup or Vase with Handle pattern?

Fed interest rate cut now at 94% probability

Are small caps telling us more rate cuts coming?

Earnings expectations on the Russell 2000 Index?

CNN Fear and Greed Index showing almost extreme fear

Disconnect between Fear and Greed Index vs the stock market

Soft data vs hard data disconnect

Bitcoin and MicroStrategy or Strategy catches a bid on Vanguard news

ADP soft private employment data

 

 

Mentioned in this Episode

 

Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead

 

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com

 

 

 

 

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