The analysis highlights a bullish sentiment across various indices but also identifies signs of exhaustion and potential short-term technical tops. Increased tension between the US and China is noted as a factor, with discussions on a potential trade deal looming. Some weakness is observed in crypto and meme stocks. Key points include that despite an increase in tensions between US and China, the market had a rally. The presenter also says he was surprised that the market had held up. Scott Bessent won’t budge, as treasury secretary, on trade relations with China. A similar narrative was heard in April. J Powell may cut rates later in the month and in December. Payroll Growth Has Slowed Significantly This Year. Short sells blame investors for acting irrationally, in this volatile market. Also, the importance of several industries are mentioned: nuclear energy and uranium, batteries and energy storage, lithium stocks, rare earths. In terms of investment picks: NewScale Power, and Iren. The analyst also says to be careful for the pull back in hot stocks.