Market Commentary
Ben Deveran provides thought leadership on market sentiment, distressed asset investing, and long-term sector outlooks. His approach centers on identifying mispriced and overlooked assets, analyzing institutional capital flows, and forecasting macroeconomic shifts that drive market cycles.
US News
Will the Stock Market Crash in 2025?
Est Read:
5 Min
Within that economic and market apparatus, investors continue to confuse sector rotation with systemic collapse in the U.S., Deveran adds. "When a single name like Nvidia accounts for over 8% of the U.S. market and 4% of world GDP, even a modest drawdown can trigger broad beta issues that negatively impact ETFs, which in turn affects the entire stock market and everyone's portfolios, but that's not a crash," he says.
"Instead, it's a recalibration of narrative excess."In that scenario, the U.S. economic system remains fundamentally strong, powered by real productivity growth and innovation velocity. "This isn't the industrial revolution, it's faster, more dynamic and more capital efficient,” Deveran adds. "There'll be many more 'rotations' viewed as crashes, when in reality capital is just flowing at faster speeds than ever before in human history, leading to dramatic liquidity rotations."
Read The Full Article"Instead, it's a recalibration of narrative excess."In that scenario, the U.S. economic system remains fundamentally strong, powered by real productivity growth and innovation velocity. "This isn't the industrial revolution, it's faster, more dynamic and more capital efficient,” Deveran adds. "There'll be many more 'rotations' viewed as crashes, when in reality capital is just flowing at faster speeds than ever before in human history, leading to dramatic liquidity rotations."
Yahoo Finance
5 Stocks To Invest In To Capitalize
on Elon Musk’s Business Ventures
Est Read:
3 Min
“We’re seeing a classic ‘rubber band effect’ in the market, where fear of being overshadowed by Tesla, SpaceX or other Musk-led ventures has caused certain stocks to be oversold,” Deveran said. “Yet these very companies — be they competing EV manufacturers, satellite providers or even AI chipmakers — often have solid fundamentals and trade at depressed valuations relative to their growth potential. When sentiment shifts, as it recently did with names like Rivian and Lucid, these laggards can snap back dramatically, offering significant upside for investors.”
Read The Full ArticleNASDAQ
5 Investing Experts Predict How High (or Low)
Microsoft Stock Will Go in 2025
Est Read:
5 Min
"Microsoft’s planned SaaS price increases for 2025, including Power BI and Teams Phone, reflect its robust pricing power and are expected to drive EBITDA growth across its portfolio,” said Ben Deveran, an investor and entrepreneur. “Additionally, the success of OpenAI’s $200/month ChatGPT Pro subscription highlights the surging demand and continual adoption of AI.”
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