We Are So Broke We Can't Even Afford McDonald's!
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Market Recap:
0:00 Intro
0:47 Macro: Stagflation
15:50 Earnings Reviews: AAPL, AMZN, ABNB
28:17 Charts: Indicators Check
33:50 Outlook: Jobs Report, XOM , CVX
Outro Music: Santana - Moonflower
Comments
It's true, he's been bearish since end of 2022, dooming and glooming all the time, like he's married to his macro outlook of a total economic and stock market collapse
lightspeedspacecadet
2025-05-05 02:51:29 +0000 UTCContinuing a familiar trend, in the first quarter, Berkshire’s cash hoard ballooned to a fresh record, rising to more than $347 billion from around $334 billion at the end of 2024, as the company now holds a record $305.5 billion in Treasury Bills, which to CNBC showed "that Buffett did not use the first-quarter drop in the stock market to deploy the money." Which, of course, was to be expected since the stock market dropped sharply only at the start of the second quarter. Buffet did not buy the dip with more cash than god. That's telling us go SHORT.
Contrarian
2025-05-04 03:16:49 +0000 UTCThe only issue is Mav seems to be the mostly bearish most the time. One hand he says “we need a recession to wipe out inflation, the market needs to come down evaluations are gonna matter,” then when it does “Trump bad, WH bad, see what their doing, everything’s gonna collapse, the dollar is done, stagflation yada yada yada” yields are gonna drop, China is gonna make a deal, status quo will return. I think that’s what the market is pumping on.
Robert Molina
2025-05-02 19:00:15 +0000 UTC
