NokiMo
The Maverick Of Wall Street
The Maverick Of Wall Street

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NOTHING Matters More Than Microsoft's Upcoming Earnings. Here Is Why

Market Recap:

00:00 Intro

1:10 Market Commentary: Divergences, A.I Spending, Geopolitics

20:49 Market Performance: IWM Lags

22:45 Heat Map: Intra Sector Divergences

25:05 Commodities: Copper's Enemies

26:28 Options: Long IGV, Short QQQ and Airlines?

32:35 Charts: Resolution BUT...

41:15 Outlook

Outro Music: Pink Floyd - Keep Talking

NOTHING Matters More Than Microsoft's Upcoming Earnings. Here Is Why

Comments

Youโ€™re the Best Mav !๐Ÿ˜‚๐Ÿ˜‚

Cozy Bear

The outro song by Floyd is halarious Mav !!! ๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚

Cozy Bear

Hey Mav , just checking if you messaged me as Iโ€™m worried that it could be a scam. Can you confirm?

Adnan Rehman

Love the outro music!

randy freitas

LOL; time to cash out some NVDS premarket, in out hello goodbye.

AURUM

Mav is right. He and I lived through 1987 crash, the dot.com crash, real estate, taper tantrum, GFC, repo crisis, YADA YADA YADA and here we are today. Liquidity ie money printing meets inflation meets an irate populace. I'm reminded of how the Roman Empire fell into oblivion. A nation's wealth is defined by its production; the US produces debt. Mav is the "hedgemaster."

AURUM

6.57% for 30yr mortgage...... Uh, ummm, I thought the FED "cut" rates..... LOL Gotta love the bond market vigilantes. Rates are going higher.... think 10% and then go from there. So, home prices have to come down.... it'll take months/years. I'm having flashbacks to 2009. Wreckage is incoming... but "I grew up in a middle-class family." It's difficult to see the bubble when we are living in one.

AURUM

10y yield is going higher, yikes. It's trading like a meme stock.

AURUM

Rates are going higher; the bond market vigilantes have awoken from their slumber. It's not going to be pleasant for the "Johnny come lately's."

AURUM

Mav!!

Stavros Deriziotis


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