5 Busted Market Narratives In 2025

Hope you and your family had an awesome holiday!  Daren, Chris and Dano are back on the grind with a new episode of On The Markets.  As the year draws to a close, we can start to look at all those convenient narratives the market Nostradamus’ had this time of year, and how wrong they were.  5 Busted Market Narratives In 2025 Trump's Administration Will Send Crypto To The MoonBonds Are Yesterday's Asset AI Will Become Everything Foreign Stocks Will Get Crushed With Tariffs Tariffs Will Decrease The Trade Deficit This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: • A Trump presidency means crypto to the moon?  Bonds are yesterday’s asset?  Not so fast buddy, and 3 other storylines that just didn’t play out this year. • What correction?  Santa Rally looks to be in full effect with another all time high hit today. • Which asset class is tracking toward it’s best year in nearly 2 decades?  Hint: it’s a continent.  0:00 5 busted narratives in 2025 8:40 US Unemployment 10:35 Chances of a Fed rate cut 11:05 Investor sentiment 12:00 Busted: AI will become everything 19:10 Busted: Crypto to the moon 20:15 Busted: Tariffs will crush foreign stocks 21:45 Busted: Bonds are yesterday’s asset 23:30 S&P getting lapped by China? 27:34 Mid caps are an opportunity? 30:20 Busted: Tariffs will decrease the trade deficit 31:50 Money supply growth 34:52 S&P heat map 39:00 Volatility measures 39:25 Bonds had a decent year 42:09 Bitcoin getting pummeled 48:15 S&P bubbles 43:20 10 year treasury   Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/  Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ Audio also available on  Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526 Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj  _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.  The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.