stocks
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Did a 🌶️Habanero Hot 🔥 PPI just open the door for Q3 Volatility? Click around and find out why this matters and what level on the S&P 500 I’ll be watching over the coming weeks.
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Didn’t feel up to recording yesterday, but I had to make good on my promise to set the table for Cava (CAVA), Brinker International (EAT), and Applied Materials. The stories and charts are waiting.
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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.
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A forgotten gem in the AI-story. The story and the trade. Nothing more; nothing less in less than 60s.
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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.
Gorilla With Glasses 