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Momentum Monday - Hello Volatility?
Howard Lindzon
August 04, 2025
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Good morning…
As I said last week - there are signs that the ‘degenerate economy’ is overheated.
We are starting the week with a bounce as last week the $VIX quickly jumped from 15-20 off just a minor index selloff. Itchy sell triger fingers, but the volume was real.
I’m mostly going to watch this week as a lot more earnings come out and the earnings of the last few weeks get digested.
Hope you enjoy the show below or click on over to Youtube to watch/listen…
Welcome back to Momentum Monday!
In today’s episode of Momentum Monday, Ivanhoff and I discuss the following:
NASDAQ 100's Biggest Down Week Since April
The Impact of Global Politics on Business and Tech
Impact of Interest Rates on Government Debt
$FIG ( ▼ 19.34% ) Revenue Growth and IPO Insights
Uncertain Impact of Market Disruptions
The Rise of Volatility in AI Markets
In This Episode, We Cover:
NASDAQ 100's Biggest Down Week Since April (0:00)
The Impact of Global Politics on Business and Tech (2:39)
Impact of Interest Rates on Government Debt (4:50)
$FIG ( ▼ 19.34% ) Revenue Growth and IPO Insights (7:18)
Uncertain Impact of Market Disruptions (9:44)
The Rise of Volatility in AI Markets (12:20)
Here are Ivanhoff’s thoughts:
The indexes might’ve hit their annual high already, at least for the next few months. US stocks tend to struggle in August and September, particularly in the second year after elections. Seasonality might sound unserious to many, but so far, the market has been following the script relatively closely. It would be irrational not to pay attention to it.
This doesn’t mean that there won’t be any stocks making new highs and advancing. After all, bull markets are stock pickers’ markets. There are always stocks that significantly outperform the averages. The one major trend so far this season is the strong performance from companies related to AI, ranging from data center components to energy sources. We saw it again last week with big moves in META, CDNS, CLS, GLW, MPWR, MSFT, NVT, RMBS, SANM, etc. I am not saying to go and chase those stocks. Most are extended and need time to set up again. The pullback to their 20 and 50dma are likely to attract buyers and help them form new bases and better entry points.
And here are the charts discussed:
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