I think the market is simply taking a breather after a strong rally.
$Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.
For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.
My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.
@Tiger_comments @TigerStars @TigerClub
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