Best Performing Sector of 2025 and a Sector Rotation

Today I want to cover something I forgot to mention in my last update, and that is an important discovery I made last week:

The best performing sector of 2025 

Junior Gold Miners!

Best performing sector of the year, Jr Gold miners, I think - up 17% #StocksInFocus $SPX #SantRally #CNBC pic.twitter.com/B11uMXMFnM

— Veteran Market Timer (@3Xtraders) January 31, 2025

 Edit: 

Update: Yesterday we saw Miners up another 4%, and the top gold bug at CNBC Fast Money got behind it, on last night's show! 

Gold glimmering to all-time highs, but can it go higher? @guyadami says yes! @timseymour @grassosteve @carterbworth on the fundamentals for a longer run.https://t.co/LNOQvdOVHj

— CNBC's Fast Money (@CNBCFastMoney) February 5, 2025

 Gold Miners

 $GDX - up a whopping 25% in 2025

Chart Updated to a wave 3 - which may continue, if you know anything about Elliott Wave Theory! 

 

It only goes to show that there's always a trade somewhere, and especially at the beginning of a new year. 

 In fact gold miners have led the entire rally of the past 2 years. Something I think I've never seen before. 

Does This Rally Have Legs? 

The latest leg on this Gold miner rally, seems to be due to the fear that Donald Trump policy will be inflationary, and that's something I totally disagree with, for obvious reasons. Watch the video in the last update for a thorough explanation.... 

Gold is a fear trade, and fear is not a good catalyst.... Why not just short the banking sector if you're so afraid? 

Sector Rotation

I believe what we're seeing is simply another sector rotation; this time out of Crypto, and back into Gold, in yet another case of - you got it - Whac-A-Mole markets!   

If one trade doesn't work - tech for instance - then just drive Crypto, or Metals, or Oil, higher. Rinse and repeat.

Of course this makes for good trading if you can spot the next stealth rally, before everybody else does. 

It could be BRICS buying gold, but I think speculators dumped Crypto, and went back into metals. Rotation

— Veteran Market Timer (@3Xtraders) February 5, 2025

 

 Rigged Markets Continue

I remember - years ago - one of the hosts at CNBC  talking about corrections being "a thing of the past", and at that time I thought, "what a ridiculous statement that was", yet today it seems that the market makers have finally achieved that goal. Selling volatility, and panic buying the next crash has become the new normal. There is no market sentiment, when the machines control everything. And the next thing you know markets are in a massive bubble. 

Of course when Wall Street decides to trash this market, as they did once they finally decided to report (drop) the Covid outbreak, they will.  

I leave you with this:

This market sucks: Crypto, and the tech heavy Nasdaq. Here's why... pic.twitter.com/IxFqz4z9UQ

— Veteran Market Timer (@3Xtraders) February 5, 2025

Take Care, AA

 

 

 

 

 

A lil Market Update; Trump Tariffs, Trade War, $VIX timing

 

We saw some awesome trading during the first month of 2025; loving the volatility we saw return on Friday! 

Hopefully this keeps up, and as long  as investors are kept on edge by the current administration, I'm sure it will.

 I've embedded a video, which you may also find pinned in my current X timeline, which perfectly mirrors my take on what I believe we're are already seeing unfold in real time. 

 

Elon Musk says he’s teaming up with Jamie Dimon to convince bond markets that cost-cutting DOGE is good for U.S. debt fortune.com

but when you drain funding from a rigged economy that is highly reliant on corruption... guess what happens next? Let the chips fall where they may

— Veteran Market Timer (@3Xtraders) February 2, 2025

Watch the Video, and share it with your friends and family. 

 

 Trump has already put the warning out that there may be some pain ahead.

I've already spent a lot of time trying to warn people about the implication of pulling money out of this corrupt system, but few wanna listen

If you cut spending the market will collapse, and that's going to prick an enormous liquidity bubble. Be careful what you wish for.

— Veteran Market Timer (@3Xtraders) January 23, 2025

Wrapping up the market action we saw unfold on Friday

No sooner than I made this timely observation on the $VIX, all hell seemed to break loose!

I'd say investors are pretty complacent here $VIX 15

— Veteran Market Timer (@3Xtraders) January 31, 2025

That was the most accurate read of the day, and all the warning I gave on X.

 Up until that point the market had remained awfully quiet, and even before the market open, Bloomberg seemed surprised that futures were up; given all the bearish news they had been regurgitating all morning. Everything from  the DeepSeek (Deep Fake) we saw on Monday, to Trump warning BRICS nations not to abandon the US Dollar. Heck, they even had Nouriel (Dr Doom)  Roubini on!

 

screen capture Feb. 1st, 2025

 

While Bloomberg is more often wrong than right, that offers a glimpse into how to use the lame stream media as a market sentiment indicator. 

So with all the bearish cards on the table, why did markets ignore all the warnings, and even rally Apple shares into a bearish midday reversal? I think part of it had to do with the fact that it was a Friday, and investors had been told that Trump wasn't going to drop any bombshells until Saturday! 

 Surprise!

Trump says tariffs on Canada and Mexico coming Saturday, and he's deciding whether to tax their oil

It looks like Europe is next, and it looks like we're well on our way to a long anticipated correction in global equities. 

 

Why Is Donald Trump Threatening the EU and UK With Tariffs? newsweek.com

Tale Care, AA