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Transcript

Mosaic Vision Video Update

S&P 500: Does cooler inflation mean Goldilocks is back?

Welcome back to the Mosaic Vision video update!

In this 7 minute update, I’ll unpack key charts from my weekend report impacting the stock market, cover new developments, and discuss trade ideas that could be on the move.

If you prefer to read this update instead of watching the video, be sure to check out the transcript!

Today’s update will cover:

  • Why cooling inflation and a strong earnings outlook is “Goldilocks” for stocks.

  • How the 2-year Treasury yield is signaling a dovish pivot for monetary policy.

  • Coinbase’s (COIN) chart setup and what it means for investor sentiment.

If you have any thoughts on the topics discussed in today’s video or any other feedback, please leave a comment below!

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Disclaimer: these are not recommendations and just my thoughts and opinions…do your own due diligence! I may hold a position in the securities mentioned in this report.

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