economy
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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.…
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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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🏖️ 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.…
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🍾Happy New All-Time Highs 🥂 Stocks did it. They climbed the wall of worry and did not succumb to it. If you stuck around, then you managed the same feat. Congratulations. It got scary there for a moment. Now, we play the confirmation game. Can the new highs be trusted? If we get confirmation from…
Gorilla With Glasses 