Market Rotation continues – “Trump” stocks got boost after weekend (Biden stocks took a hit)
Risk On – Risk Off is the play (Fundamentals are not being considered at the moment)
KRI Indicator – Doing something not done since June 2020
Earnings growth expected to continue….
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 55:51 — 51.4MB)
Subscribe: RSS
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.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:01:24 — 56.5MB)
Subscribe: RSS
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?
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 59:16 — 54.6MB)
Subscribe: RSS
– 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
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:00:35 — 55.8MB)
Subscribe: RSS
Apple AI – Disappoints (or confuses)
NVDA – passes AAPL market cap
Treasury yields moving within a range
Beanstalk – what is that story again?
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (56.1MB)
Subscribe: RSS
Sinkholes forming
Memes again – Huge Moves
Economy starting to stall
Face Ripper moves into the close
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (53.4MB)
Subscribe: RSS
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
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (53.1MB)
Subscribe: RSS
Big Week – Big Earnings on Wednesday
Oil Unusually stable
Helicopter Accident – Another “fog” incident?
Meme stocks come back to earth
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:02:01 — 57.1MB)
Subscribe: RSS
Emerging markets breaking out of long consolidation
PPI HOT – Market does not care
A Meme stock face ripper!
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:05:25 — 60.2MB)
Subscribe: RSS
Earnings season – better and stats
– BIGGEST BUYBACK EVER
– We are gauging investor sentiment
— Remember – Confidence and Sentiment (Cheer-leading helps)
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:05:28 — 60.2MB)
Subscribe: RSS
