Fed

Surprise! A soft pivot from Powell at Jackson. I break down how this changes the state of play for stocks and set the table for the most important earnings report of the season: Nvidia (NVDA). Finally, we wrap up with a fun game of “buy, sell, or hold” featuring AMD, OXY, FTNT, WMT, UNH, LLY,…

Subscribers eat first. We’re going to be talking about the fallout from the worst PPI inflation reading since June 2022, what to expect on Friday at Jackson Hole, preview corporate earnings that punch well above their market cap weight, and reveal another name that’s been the beneficiary of my regret minimization cash pile. Don’t miss…

Payrolls made the Fed look offside but earnings bolstered the market for a feel-good, bounce back week following Friday’s sell-off. This week I get you prepared for fresh inflation data and quarterly reports from some of the hottest names in tech that you may not be as familiar with as you should be.

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.…