China Seizes Control Over Supply Chain
“You can’t get past politics. And History (capital H) doesn’t end.”
Most Important Fed Meeting Drops TODAY
“The Federal Reserve is about to hold the most important meeting of the year in Jackson Hole, Wyoming – and make no mistake that’s what the markets will be all about today.”
NVDA DOMINATES – Earnings And Revenue Crush
“It’s not just hype. So get hyped.”
“Nvidia (NVDA) brought fire, ruin, and devastation to its critics yesterday, delivering earnings and revenue well beyond what experts expected.”
NVDA Earnings Ready To DOMINATE
“Nvidia is going to dominate this session.”
“The company is at the center of the AI boom and has enjoyed a blistering pace this YTD.”
Zoom Booms As Company Crushes Earnings
“Zoom surged in after-hours trading after crushing earnings expectations.”
“(And remember, it is ZM, not ZOOM).”
“ZM was up more than 4.4% in extended trading.”
The AI Boom Could Be Over
“Turns out you can’t copyright AI… so what does that mean for movies?”
“Or original content?”
“Or any of the sweeping innovations that were supposed to accompany this technology?”
The Big Short – Burry Misses On CVS
“You can build a career on being right once…”
“But it’s dangerous if others start following you thinking you are going to be right every single time.”
Political EARTHQUAKE in Argentina sparks MASSIVE inflation
“Inflation is surging in Argentina, and that may help the ‘far-right’ libertarian win office.”
“And that could make the dollar Argentina’s currency… one of his policy proposals.”
Legal Disaster Leads To AMC Boom
“The company gets sued; the stock BOOMS.”
“Get it straight – in the short term, the company’s stock and the company’s performance are not the same thing.”
“Let’s take a look at AMC.”
Yellen Claims All Is Well But…
“Do you believe her or not?”
“Say whatever you want, but I’m skeptical.”
“All right, forget that, NO, I don’t believe her.”