I am still thinking about what happened on Friday in the equity markets.

Friday’s market action felt like a repeat of EVERYTHING we saw in 2024.

How do you sum up 2024?

Dip. Got. Bought.

Every time we had any meaningful dip, it got bought within 1-2 days..

- February Pre $NVDA Q4 dip

- April Iran/Israel dip

- August 5th Japan dip

- September 6th 4% down dip

- October CPI release dip

- 12/20 JPow Presser dip

Every single dip created an amazing opportunity.

So, on Thursday we got some volatility to the downside…

Then on Friday, we get a MASSIVE green day with multiple names moving 10%+ up and the indices moving 1-2%+ up. 

How WILD would it be if 2025 actually was a repeat of 2024 and every dip got bought?

Tons of unknowns with the $DXY Dollar being hot, tariffs, new administration, inflation, lack of projected rate cuts, etc…

But if the trend around earnings growth continues and companies continue to outperform…along with multiple verticals around FSD/robotics/agents/ continues to gain momentum…

Maybe every dip does get bought?