business
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The real test of the second half begins on Tuesday as the Financials deliver their earnings. At the beginning of the year, the sector was a consensus long. It didn’t work out so well in the first half, but the newfound momentum couldn’t come at a better time.
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🗽Happy 250th to the USA 🦅 Hope you enjoyed the 🎇fireworks🎆 because the central banking world just set off a few of its own. Thankfully, we have a light week ahead because there is a paradigm shift underway you need to know about. Plus two earnings reports this week that couldn’t look more different and…
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The Magnificent 7 had a good run. Micron ended it with three letters: SCA. In today’s brief: the contract clause causing the a bear market in the Mag 7’s, what could change it, and how to treat the Mag 7 in the meantime. Plus, the bull case for the worst stock in the last half-decade:…
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📖 This Fed isn’t novel 📖 Greenspan spoke in riddles. Powell held the market’s hand. Warsh? Somewhere in between. My top takeaway for new investors on Warsh’s debut and insight on how news from 🍎Apple🍎 changes the outlook on memory stocks 🚀, you know where to click.
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SpaceX stuck the landing on day one. 🚀 I’m still not buying. History says the better price is coming, and I’d rather wait than chase. Meanwhile, Kevin Warsh steps into the chair Wednesday for his first FOMC meeting 🏦, and the real question isn’t rates. It’s whether he’s actually driving the bus. 🚌
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The Trump Admin has declared war on Wind. With 6 GW of energy in jeopardy, Solar is emerging as the beneficiary. No one would’ve predicted that last November. For the story and the stock , you know where to click.
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“The market will move in a way that makes fools out of the most people” – Socrates… or Jamie Dimon… or maybe me? I don’t know. Doesn’t matter. Just as everyone got behind the cyclical trade, it takes a break. For my take on why it took a break today – it wasn’t November Payrolls…
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A lot of effort goes into picking winners and losers. Two years since ChatGPT’s launch… and it turns out the worst choice was making a choice.
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The best companies in the market have been brutally sold post-earnings. I think CrowdStrike may break the trend. Full article, I’ll tell you why and what it means for the rest of the market going into year-end.
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In this episode of Conversations from the Canopy, Don brings in Frank Ferritto, a man with a decade plus experience in wealth management, to talk about how tax loss harvesting can generate alpha for a portfolio. It is the first of December; the clock is ticking to identify which names – if any – make…
Gorilla With Glasses 