This Is How China Exports Both Inflation & Deflation To The US
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Market Recap:
00:00 Intro
0:50 Macro Commentary
12:40 CPI Preview
17:10 Morning Brief: AAPL,NVDA, ARKK, GDX
19:15 Market Performance: IWM Leading?
21:55 Heat Map Analysis: Back To Defense
27:30 Commodities: RBOB Favors Refiners
20:35 Options: $100m On MSTR?
37:30 Charts: Readying For All Outcomes
49:43 Outlook
Outro Music: The Kill- Thirty Seconds To Mars
Comments
What’s going on with ROST ??
Richard
2025-02-12 17:42:34 +0000 UTC30secs to Mars close out…nice
Adam Scott
2025-02-12 14:03:59 +0000 UTCMav!!!
Stavros Deriziotis
2025-02-12 13:17:27 +0000 UTCBYD killed Tesla already. I was living in Vancouver until recently where every second car is a Tesla. Now in South America I mostly only see BYDs. They are cheaper and look and feel like a rols royce on the inside. Like they look actually fucking awesome and are reliable. Fuck Tesla and its breadbox design that hasnt changed an ounce in 10 years. This was a true wakeup call for shorting Tesla longterm.
Mara
2025-02-12 12:06:07 +0000 UTCTDS can be rather blinding.
Longrun
2025-02-12 10:22:56 +0000 UTCThank you sir
Rico a
2025-02-12 09:00:14 +0000 UTCChinese EV companies are having issues and have heard word it could end up a Evergrande situation but with insurance instead.
Jd
2025-02-12 06:44:49 +0000 UTCOnce again tariffs are not inflationary. And you won't even see, if any, price changes. Its funny how you say inflation is a monetary phenonomon and expansion of the money supply but you make this video.
Jd
2025-02-12 06:31:41 +0000 UTCJudging by how much they spend is pretty stupid. It almost feels like a South Park episode where Kyle asks 'but why' ... When the first sane investor asks 'What can you achieve with those billions...they will start to run...'
Gordon
2025-02-12 06:28:24 +0000 UTCWhat is it that you know about the video and what are you disputing here exactly?
Raghuram Elancheran
2025-02-12 06:18:44 +0000 UTCThank you
Thomas White
2025-02-12 06:08:50 +0000 UTCglad to see video on topic i actually know about helped me realize you have no idea what you are saying, but still manage to speak with confidence try standup comedian instead of bear porn, might print even more for you
Heueuevdieb
2025-02-12 05:28:01 +0000 UTC
