The article discusses Verizon's unusual stock behavior, highlighting a rare empirical signal suggesting a potential upside based on a unique behavioral pattern, which could make options strategies like a bull call spread attractive despite market skepticism.
Consumers skipping auto payments, especially among subprime borrowers, signals rising financial stress and potential market dislocation, despite optimistic headlines. This behavior indicates deeper economic issues, with auto loan delinquencies reaching 15-year highs and market mispricing the risk, presenting opportunities for early investors to position ahead of a broader downturn.
JPMorgan's new forecasting model, which analyzes six key signals, predicts a 96% chance of the stock market rising over the next six months, with an unusual finding that better valuations may signal worse future returns due to their link with declining Treasury yields.
Bitcoin is currently in a consolidation phase with cautious optimism, as on-chain data and market signals suggest a potential breakout in the second half of 2025, driven by possible Fed rate cuts and strong holder demand, especially from big players.