THE BIG FIVE
July 29, 2025
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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
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RADIO SHOW 7/28- AI SEMIS
July 28, 2025
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SOURCE: https://www.spreaker.com/episode/ai-semis-07-28-2025–67160023
RADIO SHOW 7/25- MID-SUMMER WEEK IN REVIEW
July 26, 2025
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SOURCE: https://www.spreaker.com/episode/the-mid-summer-week-in-review-07-25-2025–67117452
RADIO SHOW 7/24- THE HULKSTER
July 24, 2025
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SOURCE: https://www.spreaker.com/episode/the-hulkster-07-24-2025–67105049
RADIO SHOW 7/23- DEAL MAKING
July 23, 2025
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SOURCE: https://www.spreaker.com/episode/deal-making-07-23-2025–67090532
RADIO SHOW 7/22- THE BROAD MARKET
July 22, 2025
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SOURCE: https://www.spreaker.com/episode/broad-market-07-22-2025–67078815
THE BIG 5
July 22, 2025
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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
RADIO SHOW 7/21- DOLLAR SWOON
July 21, 2025
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SOURCE: https://www.spreaker.com/episode/dollar-swoon-07-21-2025–67060940
RADIO SHOW 7/18- HOT SUMMER WEEK IN REVIEW
July 20, 2025
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SOURCE: https://www.spreaker.com/episode/hot-summer-week-in-review-07-18-2025–67032350
