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Magnificent 7 now the troubling 3, underscores market weakness

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Manage episode 492220344 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With StagflationThe Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For 20% off access to analyst ratings, stock scores and dividend grades, subscribe now at seekingalpha.com/subscriptions
  continue reading

282 episodes

Artwork
iconShare
 
Manage episode 492220344 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With StagflationThe Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For 20% off access to analyst ratings, stock scores and dividend grades, subscribe now at seekingalpha.com/subscriptions
  continue reading

282 episodes

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