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*                       FIEND'S SUPERBEAR MARKET REPORT                     *

*                                 June 25, 2025                             *

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*                       e-mail: fiendbear@fiendbear.com                     *

*                    web address: http://www.fiendbear.com                  *

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Fiend Commentary

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Whiplash Rally

Just days after a dramatic U.S. strike on Iranian nuclear facilities, Wall Street has decided the war is over. Stocks soared on Tuesday, with the Dow and S&P hitting new highs as oil prices settled back into the mid-$60s. The logic? Iran’s theatrical retaliation signaled more interest in optics than escalation—and the market took that as a green light to pile back in.

Traders are now shifting their gaze to the Federal Reserve, with bets increasing for a possible rate cut as early as July. It’s another swift pivot in a year defined by geopolitical landmines and monetary policy tightropes. But as always, the market prefers to see what it wants to see.

None of the underlying problems have disappeared. Government debt is still ballooning, supply chains remain vulnerable, and consumer strength looks increasingly brittle beneath the surface. Yet you wouldn’t know it from today’s rally. Even the word “tariff”—a hot-button trigger just a month ago—has seemingly vanished from financial discourse.

If recent history is any guide, this kind of euphoric bounce is less a sign of resolution and more a symptom of denial. Volatility hasn’t gone away—it’s just recharging.

 


 

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