Walking On A Tight Rope pt.3: The Dollar & Bond Yields
Added 2024-09-26 04:26:09 +0000 UTCMarket Recap:
00:00 Intro
0:30 New Home Sales & XHB
3:50 MU Earnings: More Gains For NVDA?
7:06 The Dollar & Bond Yields Post The Fed Cut
17:50 Market Performance: IWM Gives Up
21:25 Heat Map: Dollar & Yields Higher = Red
23:50 Commodities: WTH Is Going On With Crude?
26:05 Options: Buy HUM?
32:00 Charts: TLT vs. SHY
44:30 Outlook: Zombie Powell
Outro Music: Deep Blue- The Midnight
Comments
Thank you
Thomas White
2024-09-26 20:43:16 +0000 UTCAlthough I love Maverick and I am here for the show, that I find smart and well structured, I would have found more interesting that Maverick would say things like: listen, this is a fully manipulated market, forget about fundamentals and buy anything until the election. When you start hearing good news in the media, a positive macro environment, and no war threats, sell everything because the financial system will sell all the stocks they told you not to buy during 2022-23 because the worst recession in History was to come. I heard someone saying in Oct 2022: there wonβt be any recession and the market has bottomed. Buy big caps, then rotate. That would have been quite more helpful and of course the macro comments are always pertinent. Only thing is the financial system manipulation.
Javipirata
2024-09-26 13:24:59 +0000 UTCWonderful ty Mav. Glad to hear you sounding so strong. πββοΈ
Llama Mama
2024-09-26 11:49:17 +0000 UTCWe have 2 strikes, Boeing and Ports. Why are people on strike? Inflation is still here; and it's not going anywhere soon. They have been cooking the numbers to get votes; but reality will kick in soon.
Andy Tran
2024-09-26 11:04:46 +0000 UTCThank you very much for the content and effort!
Teodor Tenev
2024-09-26 10:40:42 +0000 UTCLove your videos as always, one note i would kinda like when you cover geopolitical events Israel/ukraine , I'm not sure if you aware but NATO doing talks to manufacture ammo for guns in baltic countries and whole europe is kinda swing towards for building war complex so are we heading for actual big war? Also Russia talking about actual use of nuclear guns , that should push LMT much higher? Thanks for all you work
Knoksvau
2024-09-26 09:25:39 +0000 UTCFantastic show Mav, learned a lot. Thank you.
Longrun
2024-09-26 08:54:46 +0000 UTCThe retail trader forgets the Fed is only in control of short term interest rates. The market decides long term rates (10 - 30 years), which sets mortgage rates. Prime rate, which decides credit card rates, is decided by banks but influenced by the Fed. The problem with CC companies is if the prime goes down, they may still keep the CC interest charges higher for longer. And I'm betting they will if only to help absorb some of the losses on charge offs. Who owns the credit card receivables? Generally big banks, small banks, and credit unions.
J Hamilton
2024-09-26 08:33:27 +0000 UTC15th
Andrew Knox
2024-09-26 08:16:03 +0000 UTCThanks Mav, u the best
J
2024-09-26 07:43:01 +0000 UTC
