August 2025
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Two stocks are minting new, golden all-time highs. I’m putting some money to work in one of them at today’s close in 20 minutes. For the trade, the names, and catalysts click the link.
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This week on The 9:25, I talk about the sudden dislocation between financial markets and the Fed and what that means for Q3. I dive into Powell’s surprising hawkish posture, the ramification of a soft Payrolls report, and share my regret minimization playbook. Finally, we wrap up by previewing earnings from Palantir, Lilly, and Uber.…
Gorilla With Glasses 