Podcast EP 22 "Begun has the Currency Wars" (Aug 2)

Available on Spotify | iTunes | Amazon MusicNew Referral program for existing SubscribersShow NotesI picked up 50 subscribers in the past 7 days so I want to welcome everyone new to the Substack. I means the world to me. I want to build a great community of investment thinkers who share with each other. Discuss Doomberg leaving XI watched Bloomberg TV today and they marched on an army of talking heads to vindicate Yellen and the US. And act bewildered by Fitch’s downgrade or dismissed it. Yellen dismissed it. Rating agencies are commission eating sell side shills. Devils advocate. Hey they downgraded in USA in 2011 and prices are higher today than 2011. Until you see $ES_F 4185 break down we are still in bullish waters. $AAPL $AMZN could change everything tmrw. i.e Apple could say we are revealing a $20k EV going on sale in 2024, YAY!Defensive names and sectors were green.Drug co, healthcare, $ABBV, $PG P&G,, $SBUX, $MCD, Walgreens $WBA319pm breadth was weak.. no dice …Strong - Swimming upstream in sea of red$CVNA up$EXTR up on earnings$YOU up on earnings (clearme)$DASH up on earning ahWeak$QCOM down 2% ah earnings$ETSY down 2.5% beats but guides low$PYPL down 3% after earnings$WIX down 5% ah earnings$AFRM down 9%$HOOD down 3.5% losing users$Z Zillow down only 1.9% after earnings ah$SHOP down 7% but wishy washy ah earningsThanks for reading NYUGrad Stocks and Finance! Subscribe for free to receive new posts and support my work. <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nyugrad.substack.com