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Radio Show: End Of Month Review 7/31/25
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THE BIG FIVE
Market losing some steam? At the very least, some things are. But some massively good earnings reactions. But some massively bad earnings reactions. Oil spikes…the Russia thing? We do not want that to stick. AI semis came in a bit off highs today but remain strong…very strong.
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RADIO SHOW 7/28- AI SEMIS
SOURCE: https://www.spreaker.com/episode/ai-semis-07-28-2025–67160023
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RADIO SHOW 7/25- MID-SUMMER WEEK IN REVIEW
SOURCE: https://www.spreaker.com/episode/the-mid-summer-week-in-review-07-25-2025–67117452
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RADIO SHOW 7/24- THE HULKSTER
SOURCE: https://www.spreaker.com/episode/the-hulkster-07-24-2025–67105049
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RADIO SHOW 7/23- DEAL MAKING
SOURCE: https://www.spreaker.com/episode/deal-making-07-23-2025–67090532
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RADIO SHOW 7/22- THE BROAD MARKET
SOURCE: https://www.spreaker.com/episode/broad-market-07-22-2025–67078815
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THE BIG 5
Broad market strong today. Homebuilders…wow…big move on crappy earnings numbers…but the future? Dollar still crumbling. Markets like weak dollar. Yields now coming down. Nothing wrong with that. Truck loads of earnings to come.
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RADIO SHOW 7/21- DOLLAR SWOON
SOURCE: https://www.spreaker.com/episode/dollar-swoon-07-21-2025–67060940
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RADIO SHOW 7/18- HOT SUMMER WEEK IN REVIEW
SOURCE: https://www.spreaker.com/episode/hot-summer-week-in-review-07-18-2025–67032350