SPECIAL RELEASE: Felix Zulauf Returns With An Unexpected Market Update

Build dry powder until Fall & then get long for a 2-year rally in stocks

When today's guest was on this program last back in December, he predicted the following:

1. That a contraction in global liquidity could set the stage for increased market volatility -- check

2. That stocks would peak early in 2025, and then experience a 15-20% correction -- check

3. That new U.S. trade tariffs could lead to retaliatory measures from trading partners, triggering a global trade conflict -- check, especially in regards to China

So far he's 3 for 3.

He also recommended that investors start 2025 defensively, reducing equity exposure, avoiding long-duration bonds, and instead load up on T-bills and gold.

Again, this was a winning combination.

So who is this prescient forecaster?

None other than Felix Zulauf, Founder and CEO, Zulauf Consulting.

He usually only does public interviews once a year. But given the recent market turbulence, he has decided to return early to help investors make sense of what's most likely to happen next from here.

We're extremely fortunate -- and grateful -- that he has selected Thoughtful Money as one of the few platforms he's granting an interview to this week.

To hear Felix’s latest important — and surprising — update, click here or on the video below:

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Adam’s Notes: Felix Zulauf (recorded 4.15.25)

EXECUTIVE SUMMARY:

• Accuracy of 2025 Predictions So Far: Felix accurately forecasted a 15-20% stock market correction, increased volatility due to global liquidity contraction, and trade tensions from U.S. tariffs, all of which indeed materialized in early 2025. His prescience underscores his deep understanding of global market dynamics.

• Transition Year with Volatility: Felix views 2025 as a transitional year with volatile markets, expecting a potential retest of lows (around 4500 on the S&P 500) by May, but sees a bullish outlook for 2026-2027, targeting 7500 on the S&P. He advises navigating this period with disciplined, opportunistic investing.

• Global Recession Risk: He estimates a greater than 50% chance of a global recession in the second half of 2025, which could lead to