Nasdaq & S&P500 & TOTAL in Crypto = ATH - It's Pushing Higher!

Hello everyone! I hope you're all doing great this Friday, July 18th. The weekend is approaching, and even if fatigue is starting to show, we're staying focused on our goals! And believe me, there's every reason to be optimistic, whether on traditional markets or in crypto.

Markets in Great Shape: A Soft Landing?

This week has been packed with corporate earnings releases, and it's safe to say they've been overall very good. Banks in particular have shown strong results: JP Morgan beats expectations, Citigroup beats the consensus, and Wells Fargo, despite cautious guidance (the famous "Wall Street guidance"), delivers solid profits. It's a sign that the banking sector is holding up well, even if the market sometimes tends to penalize caution.

We also got excellent news from the semiconductors sector, with TSM and ASML performing really well. TSM's results, by the way, are a great indicator for next week with TSMC, the giant that supplies NVIDIA. If TSM is doing great, that hints at good deliveries and orders for NVIDIA—fantastic news for the whole sector!

And then there's Netflix... The results are very, very good, but the market's reaction isn't that spectacular. We'll talk more about this, but it shows that sometimes, even great news can be tempered by other factors.

The icing on the cake is the macroeconomic numbers in the United States. Retail sales smashed expectations (+0.6% vs. +0.1% expected), and the Philadelphia manufacturing index came in at nearly +16 when it was expected to be negative! That's simply excellent and confirms the good health of the U.S. economy. The result? New all-time highs for the NASDAQ and S&P 500, which even topped 6,304 points! The 10-year US yield has dipped slightly, and gold is stuck in its usual range. In short, things are going very well in the US—we may truly be in "soft landing" mode!

Crypto Climbing Higher: Alts Getting Stronger!

On the crypto market, the trend remains firmly bullish! Bitcoin is going sideways a bit, but that's great news since it allows altcoins to follow and regain ground. We're seeing new moves, especially Solana up another 3%. And some alts, a bit "forgotten" like ETC—which I didn't find so attractive before—are now showing a solid +7%! It's the comeback of the alts we hoped for, and it's great to see the crypto market holding strong.

We're even seeing ATHs (All-Time Highs) on Total3, and we've already hit ATHs on Total! ETH keeps blazing ahead. I trimmed 30% of my positions and we're at $3,600! As for Bitcoin, it's at $120,000, which is simply incredible!

What's happening now is a mind-blowing copy-paste of 2024-2025. We anticipated the end of the sideways consolidation phase for July 14th, and boom—it pumped two days early and broke out exactly on the 14th! It's crazy to think about, we forecasted this more than two months in advance.

As for my strategy, I'm keeping it simple: polarities, caps, key zones. That's what helps me stay the course and not get swept up in all the noise. Some people told me the $120 zone on Solana would break—and here we are at $180! That's why I say: trust yourself, hold strong, and trim gradually if you want to. The goal is to stay calm and deliver results without spending hours in front of the screens.

Heads Down: Don't Give Up!

Beyond the markets, I want to say a word about mindset. The end of the week, we start to get tired—it's normal. But that's when you need to set clear goals, even small ones. A call to make, an email to send, an action to take... These little things add up and build big projects.

Last night, I hit a slump. The week was intense—thanks for your messages, you're feeling it too! I thought to myself: "Well, I'll skip the workout today." And then I had a breakthrough. Who am I to say it's too hard? I put on my shorts and sneakers and did my jump rope session. Forty-five minutes, with a little podcast. And guess what? I wasn't even tired, I was happy, and I slept great. It's all in your head!

So today, my focus: buying indices, continuing to ride crypto. The euro-dollar remains in negative polarity below 1.1650, and gold and oil are pretty neutral for now.

See You Soon!

We'll probably catch up tomorrow, Saturday at 10am, for a special "weekly recap." And don't miss the new video Sunday at 10am! I recorded an interview with someone who's never been on the channel before—and we talk about macroeconomics, inflation, and interest rates in relation to the Fed. I loved the conversation; I sincerely hope you’ll enjoy it too. It’s a new format I’m experimenting with, more in touch with the latest news, and if you enjoy it, we’ll do it again!

A huge thank you to all of you. There are more than 55,000 of you on the YouTube channel and over 40,000 listening to this podcast every morning. It's just incredible, and it's thanks to you that we keep building this community.

Don’t forget to subscribe, leave a comment (on Apple Podcast), or rate the podcast 5 stars (on Spotify)!

Have a great day, everyone. Strength and honor, don't give up, it's Friday—let's focus on our goals! We'll do it together!

Ciao!