July 2025
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I said I’d buy more Spotify if they put up a Netflix-esque quarter and sold off anyway… Got the sell-off, but not exactly the quarter. So, what not? Click around and find out.
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Heart of earnings season, an FOMC meeting, PCE, and Payrolls – all in the same week? Hope you got some rest. I break down what you need to know for the week ahead, what Alphabet’s quarter meant for the rest of the mega-caps, and introduce the AI-5.
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Another new all-time high?! Thinking about shorting this market? Not so fast. The technicals don’t show any tears in this tape. Before betting on a pullback, watch this.
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Appreciate the patience. This will be the worst edition of the 9:25 you ever watch… because it is the first 9:25 in a video format. Earnings previews, my thoughts on AI, and a little macro for the rest of your week. Hope you all enjoy.
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⚖️ While most brace for higher yields to weigh on equities, this morning’s move looks different🔍 Read my contrarian take on today’s rise in yields. Spoiler: It has nothing to do with CPI inflation.
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💼Business is about to Pick-Up☎️ Tuesday brings the start of earnings season and a fresh look at inflation for the month of June. Investors across disciplines have something at stake. There’s a little something for everybody. Also, it’s hard to blame investors for feeling a little invincible. I’ll share my take on stock market stupidity.
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Two Thoughts on Today’s Trade 7.8.25 Rotation from Leaders to Laggards Three of the worst-performing sectors YTD are showing strength today. The rotation from leader to laggard doesn’t often have legs. However, if it persists, then we’ll inevitably start talking about a broader rotation. That said, I view days like these as investors taking profits…
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🏖️ It appears we’ve officially entered the summer slowdown 🐌 Not much in the way of earnings or eco data to move money. With many institutions — or their clients — on vacation, there isn’t much volume either. That leaves the market especially vulnerable to headline-driven moves that may not stick once full participation returns.…
Gorilla With Glasses 