Trading The Shit Show: September 2024 Market Review

I’ll start with the less-than-stellar news and move on from there.

Please read my disclaimer at the bottom of this post multiple times, slowly.

What an interesting way to end the third quarter of 2024.

The yen carry trade chaos looked like it was going to break markets permanently a couple of weeks ago, and now here we are, back near highs with "the world‘s most important stock" (and my top contender for a black swan) Nvidia, once again beating earnings expectations yesterday and giving a positive outlook for 2025.

We are also one market review further into 5.5% interest rates, and despite assurances that we will see a rate cut in the coming month, a lot of questions remain up in the air about whether or not it will have an impact. I wanted to offer my updated thoughts on the market and also comment on some of the 27 individual stocks that I’ve been watching throughout the year.