Not Your Advisor
Not Your Advisor
Podcast EP 22 "Begun has the Currency Wars" (Aug 2)
0:00
Current time: 0:00 / Total time: -33:14
-33:14

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

#finstack $JPM $DXY $ABBV, $PG $SBUX $MCD $WBA $CVNA $EXTR $YOU $DASH $QCOM $ETSY $PYPL $WIX $AFRM $Z $HOOD $SHOP #WSB

Available on Spotify | iTunes | Amazon Music
Twitter: nyugradsubstack
Threads: nyugrad.substack

New Referral program for existing Subscribers

Refer a friend

Show Notes

Our Substack picked up 50 subscribers in the past 7 days so I want to welcome everyone who recently subscribed. It means the world to me. I want to build a great community of thinkers and traders who have similar goals, one of independence from a “Steady job” through financial markets. But also traders and investors with different time horizons and trading styles so we can share ideas with each other. 

Discuss Doomberg leaving X formerly Twitter.

Doomberg
Notes on X
“There is a time for departure even when there's no certain place to go.” – Tennessee Williams On the social media platform previously known as Twitter, there were three broad categories of human users: Lurkers, Participants, and Creators. Lurkers were those who enjoyed having access to the raw flow of information the site provided but for personal or pr…
Read more

PS Holy $hit…If you play my podcast at 1.25x speed, I actually sound a little like the chicken!

I 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 altogether. 

Rating agencies are commission eating sell side shills. 

Devils advocate. Hey they downgraded 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 0.00%↑ AMZN 0.00%↑ could change everything tomorrow. i.e Apple could say we are revealing a $20k EV going on sale in 2024, YAY!

I recommend watching this interview of Paul Taubman, CEO of PJT Partners by Bloomberg.

Defensive names and sectors were green.

Drug co, healthcare, $ABBV, $P, $SBUX, $MCD, Walgreens WBA 0.00%↑

3:19pm breadth was weak.. no dice …

Strong - Swimming upstream in sea of red

CVNA 0.00%↑ up 5.5% intraday, but down 1.81% after hours

EXTR 0.00%↑ up 8.51% on earnings

YOU 0.00%↑ up 3% ah on earnings (clearme). Was up 5.37% intraday

DASH 0.00%↑ up 4.5% on earning ah

Weak

QCOM 0.00%↑ down 2% ah earnings

ETSY 0.00%↑ down 2.5% beats but guides low

PYPL 0.00%↑ down 3% after earnings

WIX 0.00%↑ down 5% ah earnings

AFRM 0.00%↑ down 9%

HOOD 0.00%↑ down 3.5% losing users

Z 0.00%↑ Zillow down only 1.9% after earnings ah

SHOP 0.00%↑ down 7% but wishy washy ah earnings

Thanks for reading NYUGrad Stocks and Finance! Subscribe for free to receive new posts and support my work.

Discussion about this podcast

Not Your Advisor
Not Your Advisor
Today's Stock Markets in under 15 min. No ads. No politics!
Easy to follow for your morning coffee, dog walk or commute.
Substack Featured 3 times!
Substack Best Seller list
Recommended by Doomberg, Adam Taggart, Bill Cara and many others.
Unlock full episodes and Stock Market content by upgrading: https://www.notyouradvisor.com/subscribe
Premium member benefits:
- Exclusive content on every podcast
- Paid-only written content
- Private chat feed with real time alerts
- Stock setups and watch lists
- Subscriber chart requests