How Retail Sales Can Crush The Rotation Tomorrow
Added 2024-07-16 04:35:00 +0000 UTCMarket Recap:
0:00 Intro
1:35 Trump's VP: JD Vance & DJT stock
7:40 Macro: Retail Sales & The Rotation
10:30 Macro: Consumer Weakness
15:25 Earnings: DAL, PEP
20:00 Market Performance: The growth vs. defensive rotation
22:40 Heat Map: The Trump Effect
25:45 Commodities: Copper & Lumber Warn
26:27 Options: Long NVDA, Short TSM?
32:50 Charts: Yield Rotation Peaking
42:28 Economic Calendar
Outro Music: Don't Leave Me - OTE
Comments
Your call on the DXY is/was very prescient.
AURUM
2024-07-16 15:52:04 +0000 UTCI'm rather thinking Trump 2.0 is going to create an Alt-Right Deep State.
Solid 15
2024-07-16 13:54:57 +0000 UTCYes, It appears so.
Solid 15
2024-07-16 13:52:36 +0000 UTCHow do I keep missing videos? The weekend vid only went up to YouTube?
SkimpyKitty
2024-07-16 13:36:29 +0000 UTCCry unity after feeling the heat....typical....reep and sew....
BMF
2024-07-16 13:17:40 +0000 UTCThanks Mav
Llama Mama
2024-07-16 12:05:29 +0000 UTCMav!
Stavros Deriziotis
2024-07-16 11:40:26 +0000 UTCSure looks like the European markets are breaking down...Perhaps BTC is bluffing, and take another low after a fake up...maybe. TSM, I'm shorting it going into earnings..AXP could be an interesting play too
Al
2024-07-16 10:21:11 +0000 UTCThank you
Thomas White
2024-07-16 09:51:34 +0000 UTCCouple of observations about Monday: SMCI couldn't stay green with it's news of inclusion in QQQ. And the continued clown show upgrades of AAPL by Loop Capital ($300) and Morgan Stanley ($273). Remember these upgrades came after the continued positive price action, not after AI news or earnings. What is the correct multiple for AAPL? 45PE? 40? 30? 25? 20? 17? Does it matter?
MiloTrader1
2024-07-16 09:09:39 +0000 UTCNo video on Patreon last night 7/24; no email notice either. Last video notice was "Rotating to a Recession"... which was a good one...
Daniel Wade
2024-07-16 07:25:02 +0000 UTCJ.D. Vance was not chosen to match a particular constituency or to fill a particular quota. Trump needs neither to win the election. He needs Vance for three reasons, 1) An insurance policy that if Trump is removed from office, his replacement will be no better, 2) Somebody who will have his back. Vance may have been anti-Trump, but had an epiphany and is now loyal, and 3) Somebody who can get $hit done. I wouldn't even be surprised if Vance is sent out with a weed whacker to cut the Deep State down to size.
J Hamilton
2024-07-16 06:53:37 +0000 UTC
