Rate Cuts Dead, Nvidia Sells Out To China & BlackRock's Missing $52B
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Market Recap:
0:00 Intro
0:32 CPI Review
6:35 NVDA China TACO
12:40 Two Stocks Sectors With Guaranteed Growth
14:20 BlackRock missing $52b
15:00 Market Performance: VIX Seasonality
17:00 Heat Map: China Theme Wins
19:40 Commodities: Copper Theft Surges
22:00 Options: Long AMD, Short NVDA?
27:20 Charts: The Magic Number
39:25 Outlook: JNJ, BAC, MS, GS, KMI, UAL
Outro Music: Winter Hibernation - Magnus Ludvigsson
Comments
My thing with your takes mav is that on one hand you say "this is the golden age of fraud". On the other you say "avoid the fraud". Shouldnt we, as investors/traders, be speculating at least in part on the fraud?
David D
2025-07-16 22:01:09 +0000 UTCMav!!!
Stavros Deriziotis
2025-07-16 12:11:54 +0000 UTC
