OBBBA written into law!
Big week for Coney Island
The American Party – Musk taking a shot
Amazon Prime Day (Prime Week) happening
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Month/Quarter ends and everything is just peachy
Banks got some good news – you can’t have a prolonged rally without the financial sector
Bond yields soften a bit as Trump closer to Shadow Fed announcement
ATH for SP 500 and NAS100 (DJIA and Russ2000 still lagging)
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WAR! (or is it?)
Tesla Robotaxi Update
Japan’s rice problem
Drink up! New guidelines coming…
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A parade of pauses
WAR! Middle East at it again
Oracle earnings – wow!
Tesla robotaxi spotted
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Plenty of Buy-the-Dip excitement
Trial Balloons – Next Fed Chair thoughts
Excitement over China talks
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Set your clock – must be the weekend – New Tariffs imposed
Someone wants the Fed Chair job
TACO FAFO and more…
More muddy AI cover art
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Waffles for the Win
Workarounds are the thing to avoid onerous tariffs
Investors starting to think that bark is worse than the bite
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The dreaded downgrade.
Biden’s health in the spotlight.
The big and beautiful Tax bill making its way through the sausage factory
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– More Deals – So many deals! We are so Amazing with the Deals!
– Investors turn hot on stocks – like nothing happened!
– Apple making moves – so smart
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Good ECO/Markets = Trump
Bad ECO/Markets – Biden
CTP for Micron is underway
AI wins a horse race
News from Omaha
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Podcast: Play in new window | Download (Duration: 59:53 — 55.1MB)
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