Shark Week (Market Style) – Whale Gorging – Big Teeth – Big Appetites
Earnings season coming up
Biden staying in the race (for now)
Complacency nearing a tipping point.
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Let them eat tech!
Meme stock mania may be dying down
Short week – July 3rd 1/2 day, July 4 – closed – July 5?
How About those Florida Panthers?
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– Churn and Burn – RAMP UP – Rotation (Renting Space)
– Long Stretch with limited volatility
– Short Interest at MULTI year lows
– NVDA becomes worlds MVC for a minute
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Apple AI – Disappoints (or confuses)
NVDA – passes AAPL market cap
Treasury yields moving within a range
Beanstalk – what is that story again?
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Sinkholes forming
Memes again – Huge Moves
Economy starting to stall
Face Ripper moves into the close
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Short Week – 4 days of trading – then EOM
The Miracle Flight – I have witnesses this with my own eyes
Cruise anyone?
Global Warming – New Info In
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Big Week – Big Earnings on Wednesday
Oil Unusually stable
Helicopter Accident – Another “fog” incident?
Meme stocks come back to earth
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Emerging markets breaking out of long consolidation
PPI HOT – Market does not care
A Meme stock face ripper!
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Earnings season – better and stats
– BIGGEST BUYBACK EVER
– We are gauging investor sentiment
— Remember – Confidence and Sentiment (Cheer-leading helps)
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Earnings season winners and losers.
Episode 700 – been a great run – plenty more to come.
New airline regulations and what that means to all of us.
Inflation – its not over just yet.
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