The Fed Fell Into A Trap, Making The Market Tricky. Do This In Your Portfolio To Win
Added 2024-10-07 04:28:18 +0000 UTCMarket Recap:
00:00 Intro
0:55 Geopolitics: Crude Oil
6:00 Jobs Report
8:00 Tightrope Strategy: Inflation vs. Recession vs. Soft Landing
18:00 The Themes
26:26 Trade Updates
30:30 Market Performance: Comeback Of Energy
33:20 Heat Map: Geopolitical Theme
37:25 Commodities: Comeback Of Inflation
38:40 Options: TSLA & China Trades + Contrasts
46:50 Charts: Trap?
58:48 Outlook
Outro Music: DELUGE - Binary Echoes
Comments
Oil - did it go higher because of interest rate cut or middle east situation ?
Richard
2024-10-07 11:35:52 +0000 UTCLol so glad your eyes are okay.
Llama Mama
2024-10-07 10:15:54 +0000 UTCWow
Sulcata
2024-10-07 09:37:35 +0000 UTCThank you sir
Rico a
2024-10-07 08:13:10 +0000 UTCIsrael really only has ONE Target in Iran that could bring MAX Pain to the Iranian Economy....The Kharg Island terminal where 90% of Iranian Crude and Refined Crude products are shipped from and you can bet Israel can take this facility out with either Ballistic Missiles or F-35s made possible by the 7 KC-135 refueling tankers. This attack would set the stage for Iran to begin attacking the Crude Oil Infrastructure of the region or just hit ONE Super Tanker in the Strait of Hormuz with a Anti-ship Missile making any tanker leaving the Gulf Uninsurable.....and then just sit back and enjoy the Geopolitical Fireworks. Talk about a Made for TV Reality Show. $100 Crude Oil would be had in Minutes with the first reported explosion. Satellite imagery shows Iranian oil tankers at country’s major terminal disappearing amid fears of Israeli counterattack https://www.msn.com/en-us/money/other/satellite-imagery-shows-iranian-oil-tankers-at-country-s-major-terminal-disappearing-amid-fears-of-israeli-counterattack/ar-AA1rGKmM?ocid=BingNewsSerp Oh but wait there's more HELL coming to the American Economy.... America is still finding Victims of Hurricane Helene as the Total Economic Impact Approaches $300 Billion Dollars with an estimate of only $35 Billion Dollars in Insurable Losses.......You can bet Residents of the 7 States effected are about to get Really PISSED about how this Natural Disaster is going to be paid for. But Mother Nature ain't done yet.....Hurricane Milton will hit around Tampa Bay Wednesday Night as a strong Cat 3 Hurricane effecting more than 7 Million folks living in Florida. But Helene has the Potential to be the ALL Time Record Holder for Economic Impact if the Global Semiconductor Industry can't fix what got broke in North Carolina. Taiwan Semiconductor Manufacturing Company Limited (TSM) Faces Potential Production Challenges Following Hurricane Helene’s Impact on Quartz Supply US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI). However, according to research by investment firm Goldman Sachs, this rise is not indicative of a financial bubble like those of the past. The performance of these companies is expected to continue delivering solid returns to investors, fueled by the rise of AI superstars outside of the magnificent seven, among smaller tech firms and in non-tech sectors as well. However, Peter Oppenheimer, the bank's chief of global equity strategy and the head of macro research in Europe, has advised investors to diversify their portfolios to manage risk. Hurricane Helene Destroys NC Town Containing ‘Purest’ Quartz Mines, Disrupting Semiconductor Industry https://www.breitbart.com/tech/2024/10/05/hurricane-helene-destroys-nc-town-containing-purest-quartz-mines-disrupting-semiconductor-industry/ Will Hurricane Helene Cause a Chip Shortage? What the Major Chipmakers Are Saying. https://www.barrons.com/articles/chip-semis-shortage-quartz-mine-hurricane-helene-cfb4a130 Hurricane Helene Threatens to Plunge Automakers Into Semiconductor Chaos Yet Again https://www.newsweek.com/sports/racing/hurricane-helene-threatens-plunge-automakers-semiconductor-chaos-yet-again-1963838 Folks EVERY County in North Caroline was impacted by Helene and this State has one of the Worse Governors in America running it. It might take nearly 6 Months to restore electricity to some parts of western NC. Roads, Bridges and Rail Lines will have to be rebuilt just as WINTER sets in on the Mountains of North Carolina where they are going to get their First SNOW in about a week and will close October with SNOW on the ground to make reconstruction a Costly Engineering Nightmare. US 10yr Treasury Yield hits 4% tonight....Like GOLD, the long end of the Yield Curve is send a Warning that.........DEBT Matters!!! US Federal Debt grew by OVER $200 Billion Dollars on the First day of October....Gee I wonder how CNBC and Bloomberg MISSED this EVENT? You can BET.......Helene and Milton WILL impact US GDP Negatively and Spike Unemployment in October.....Got GOLD?
Pete
2024-10-07 08:00:40 +0000 UTCMav your proposal for Meta to not risk and spend and just rely on old bussines is silly. What you want guarantees it is only down for them forever. They need to risk, and risk often fails, or looks silly. You laughed at AI, you don’t laugh as much anymore. Tech is high risk high reward. No risk = guaranteed death. That’s not coca cola.
Heueuevdieb
2024-10-07 07:19:13 +0000 UTCThey're afraid of deeze!
Angel
2024-10-07 06:46:55 +0000 UTCThanks from sunny Portland! 💖
CatPDX
2024-10-07 06:41:34 +0000 UTCFrench Connection ? In the chase scene under the L, where Gene crashes the Pontiac I rented the garage right behind that fence. I live in that neighborhood. No worries , They’ll mess this up like in the GFC. It’s almost playing out exactly. Thanks Mav!
Tommy T
2024-10-07 06:04:23 +0000 UTCVision super powers are overrated, Bahahaha!!! LFG!
HotHead
2024-10-07 04:52:14 +0000 UTC
