The puzzle of the stock market going ahead of Jackson Hole confuses me. With a market that was moving downwards every day, the setup looked extreme, except for deep cyclic and housing shares. By the end of the week, the stake was in a way: Jerome Powell, president of the Federal Reserve, probably because he wanted to go all-in on the irony, wanted to disappoint to cut three interest rates of President Donald Trump and says Tariff calls to a constant waiting and watch. Addressing the Central Bank’s annual economic seminar in the mountains of Pavel, Vyoming, expressed concern about tariffs and inflation. However, the other half of the dual mandate of the fed, jobs, simply more worried him. This caused a cut in the Fed Chief signaling rate, which touched a powerful Friday market rally. In the lead-up, all different winds tended to throw people, but it is equivalent to the course played by the very smart-for-school hedge funds, with the typical bear-side response post “Liberation Day”. The reality was quite different. The data that Pavel has trusted, even the President found it a firing crime, clearly showed a dramatic recession to hiring it, one who surprised everyone. The lack of the introduction of federal firing in the work of private sector and in the post-throat created one or two punch, which switched to calculus. The negative biased hedge fund was mistaken to think that the tariffs would offset the trimming. Idiot. Walmart’s tariff laboratory showed that the tariff of inflation would be silent: some eaten by the manufacturer, some eaten by Walmart, and served the rest of the consumer. The gradual nature of the hit to the consumer makes the fed switch mandatory with recession in hiring work together. The only fly in the ointment was the inability of huxe to create an empirical, granular analysis to support its seat-of-the-pants decisions. The combustible set-up blew into the bear faces, which Trump had nothing less than the Powells who reduced everything, do not realize that Powell is in favor of two amazing factors: honesty and truth. Powell is underestimated by some people, even data has made its view free. I say his record is like Pat Mahomes, and while Mahomes threw Six picks to Cooper Dezen at Chief-Egals Super Bowl, his greatness has never been in doubt. Conversely, with the former president of the saints Ben Bernanke, who picked up endless rates despite sufficient evidence of a match of stupidity of Trump’s wrath. Even after reaching the heights by Friday afternoon, with a shortage of rip and a celloff, the importance of Monday cannot be underestimated, so looking at the levels flown by so many shares. Large technology for me, big question is not the future of brilliant seven megacap because each has its own set of issues. Amazon includes cloud hits of its web services and its recession in development – contrary to a real recession. The alphabet found the “Mehta” gun for his head, Judge Amit Mehta in the Antitance Legal Challenge, not Mark Zuckerberg’s meta platforms, which actually throw a bunch of cloud business to Google. Tesla will have to make some trade to become a tech company. Microsoft needs to do nothing – the monk does not need to be defeated for a second time. Apple’s judge Mehta also got stuck in the pargeetry. NVIDIA is still being questioned as the center of the bubble, without any labeling in this way. A lot of money was lost while fighting the last 70 points. Gensen Huang and his relationship with the President very little. We will find out the actual story on Wednesday evening when Nvidia’s earnings will be reported. Of these, non-monolithic nature comes down to endless laziness of media-analist-complex that I have crossed endlessly. So, any scan of thought that says that it is “Mag 7 vs. Other 493”, is to be done with a normal lazy thinking that corrupts the equation. Housing, behaving for me, undercurrently includes a derogatory faster story-buy anything related to residence, merger and acquisition (M&A), and the initial public offerings (IPOs), all three worked hard for “fed fight”, who easily thanks to the Chutgit, thanks to the late Marti Zwig, thanks to 1987. It is both timeless and unworthy, because at this stage, the worst will be the first. Therefore, for example, toll brothers and loves were strongly echoed as echoes. Both of them were relatively cheap vs. their colleagues. They are now your beloveds for housing. Goldman Sachs for M&A and IPO. There is no need for any other ideas to see, although I am ready for Wales Fargo and Capital One, later because we are waiting for coordination and buyback. For Industrials Industrials, all you need But they are club portfolio ugly ducking on the prefix of the third and fourth quarter split-ups. You do not want to play against type at this time. It is the time of Nucor, and the whirlpool, later a hold-yor-nose pick if there were ever one. Utilities, high yielded oils, and have been designed for housing for retailers, such as the aforesaid love and club -owned home depot. Where are the pain points? Sorry, but it is health care, except for medical equipment and enterprise software, looking at poor reception for stallwarts workdays and intuis. These are the two who are considered to be the most vulnerable for “Artificial Intelligence Eats Software” Drumbate, which is very loud to prove wrong. Yes, I know that Datdog, Salesforce, Servicaino (probably), and Adobe are poorly deployed to prevent the fall in seats among customers. But look for Palo Alto Network to keep moving forward: this was a really banging quarter. Along with Nvidia, our other cyber security name, crudestruk, its quarter report on Wednesday evening. As a down-end-out semirs, the analog device laid good numbers, leading to a headlong crowd in the Internet of Things (IOT). I find exercise annoying: Stick with Broadcom and Nvidia. Catch-up stock catch-up plays include entertainment, how sweet it is that Disney returned to three points where he started his offspring, and does not welcome you with the Starlink of Elon Musk on the cable, horizon. Is there any wonder that good ingredients that cannot be musk when separated from the cable bundle company, the cable is negatively reflected on the evaluation of the company and causes a clif-jump points? Non Targ et, Non-Valmart Retail. Does it really mean who targeted the CEO? Do not forget the club’s name costco, which has become difficult despite excellent results, and is struggling to the peak of beef and coffee, talking about our anti-book with restaurants, Texas Roadhouse and Starbucks without very beef or coffee. Anything steel, wood, or home, perhaps buy the best, in view of the inability to capitalize on its sales due to tariffs works for me. Other liked stocks: dick’s sporting goods, nikes, Williams-Sonoma and The Newly Canonized Wafe. Also, anything pets. Bacton Dicinson, Post-Spin, is back. I really like this. Intel Saga The Monkey-Vench, as usual, is the President. For example, Intel’s Cydsho is in such a place of mind, as if Trump has not done derogatory work in the past. There is fine print cartoonish on the deal. Upersted visionary Pat Gelsinger demanded to do what Intel would now do with the money that was converted into a stake for the government. Many people have reduced it as socialist intervention or “selection of industry”. This is nonsense. Go read the balance sheet: New Intel’s CEO Lip-Bu Tan was out of options. The share stake, as it is, is humble, insolvency, where Intel was led. Disagree? Have you never heard of cash flow? Can you imagine how much the President was under consideration towards lip-bo, and who can blame him? The sedition charge, so lightly and maliciously uncontrolled by a senator, and then conducted by Fox News as a gospel, in association with the Intel Board with Canard, assured to disagree with the strategy put forward for Lip-Bow, with more help that money would not come up with more help, with more help, the money would not come up. After the President’s blessings and after going to China’s 15% “sales tax” on Chips, the President was not going to be before the actual reverse this time. Trump, both former President who can cast the “Pinata” biden and claim that if Gambit takes out, one can save another billion for another savings of a few billion. The appropriate analog is a Chrisler Sev in the 1980s. As a fan of Lip-Bow, call it a win. The lower line is capable of hurting Fed Heads to be able to torture Pavel near eight months with the President near eight months. He is so good on this that only true mosales remain. I judge Pavel, a mosqueist equal excellence. They are getting the entire diaznesis Greek philosophical thing, which makes for their strange moments. Why do you tarnish your representative now? Bake-offs can be extracted from housefly poly to pull the wings. I hope that there is a piece of decoram, but it has nothing to do with the market, which will now be happy with three cuts with three cuts. I think the President will get some economic goals, if only to have his relevance. I mean when Mexico was last called on carpet? He needs a larger name than someone else on the fed; Under the attack, the CNBC’s “squalk box” for heaven grows barely for the relevance. Now, unfortunately, starts the worst month of the year, the profit in so many shares, which needs to be locked, and sea changes that range from a hike to rapid hike. September will be the first month that we will see the price of prices raising, but it will also be the first month of increased unemployment, later it is already considered as a major fed anxiety. So, what is sold? At the risk of repeating yourself: Enterprise software, which looks in Death Rattle mode, autos and auto-related, very hard, pharma, but not Johnson & Johnson, because its medical device is due to business, but not McCesson or Sencora, either, worshiped by Congress and now ignored by the President. My last idea, here, beware of endless giberis about the dangers of rotation. They are harmless. Don’t worry about Mag 7, they do not have profits that say that Netflix is worth conservation. Now pay attention to the fall in the price of homes that now there is inventory, even if it is due to cancellation. And, in every way, it is believed that we are on the homestream of the tariff, and despite the President’s endless wish, the endless desire to trade again will not mean anymore. , Makes a business. The Jim waits 45 minutes after buying or sending a trade alert before buying or selling a stock in its charitable trust portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after issuing a business warning before executing the business. The information of the above investment club is subject to our terms and conditions and privacy policy, along with our replication. Based on the receipt of any information provided in relation to the investment club, no obligation or duties exist, or are created. No specific results or benefits are guaranteed.
