Systemic Risk Is Beginning To Creep Back In The Picture
Added 2024-08-07 04:41:27 +0000 UTC
Market Recap:
00:00 Intro
0:45 Macro & Market Commentary
20:55 Market Performance & Heat Map
24:17 Commodities
25:25 Options
30:12 Charts
43:00 Outlook
Outro Music: Purple, Pink and Orange - OTE
Unless your girlfriend happens to be a Cattle🤣👏
William Brown
2024-08-09 12:35:17 +0000 UTC
Thank you, mav ; great show
DirtyDan1961
2024-08-07 13:41:46 +0000 UTC
Thanks MAV, YOU are the best!
Angelo Cioffi
2024-08-07 13:12:44 +0000 UTC
Thank you
Thomas White
2024-08-07 10:56:10 +0000 UTC
Out of all the banks it’s JPM can’t believe a word from that bank if jpm said we only half done unwinding it probably means it’s done already
Hamster1
2024-08-07 10:53:15 +0000 UTC
LOL; right up to (or try to) fill the gap on the NDX; I'm looking for a bottom around 16,750-17,000 or so. around 18500 is gap fill. I'm waiting for premarket to reload (in increments) on inverse ETFs and dump in the afternoon or afterhours. The "good" news, eventually I see NDX rallying back to challenge the July high.
AURUM
2024-08-07 10:31:41 +0000 UTC
Brace for face ripping rally.
Luke
2024-08-07 08:34:59 +0000 UTC
As I type this Novo Nordisk got halted. Futures up, yeah but got spooked this afternoon. Don’t like it. Maybe just me, but I’m closing out for now. Sit in cash until we get some direction. Thanks Mav and everyone in this group. ❤️🙏
Tommy T
2024-08-07 07:12:32 +0000 UTC
Thanks Mav ! Future up .50%. Let’s see what tomorrow brings.
cheedoz789
2024-08-07 06:11:07 +0000 UTC
another good one - thanks Mav.
Philly Steaks and Lobster
2024-08-07 06:03:19 +0000 UTC
Thanks Mav. I do think the downdraft is just beginning.
RJ_Chicago
2024-08-07 05:44:51 +0000 UTC
Dollar/Yen -- If JPMorgan is right, and the yen carry trade is only half finished, then expect yen to keep creeping higher and the dollar to remain oversold.
I'm still waiting for high yield to crumble, as all this liquidity drying up will start widening the spread between investment grade and junk.
J Hamilton
2024-08-07 05:39:31 +0000 UTC