“All Stocks are sold” - Bill Cara
Premium Episode 27 min
Free preview 15 min
Once I saw the broad market action for the past few sessions, I knew AMZN earnings wouldn’t matter.
Wednesday the entire market will either recover most of what we lost today or continue the selloff, after Jerome Powell and FOMC.
What does that quote mean? All Stocks are Sold?
The last time I reported on “Apple the most dangerous stock in the world,” 535 ETFs held AAPL stock. 291 ETFs have Apple Inc. within its Top 15 holdings. That was Dec, 2022.
Today? Are you sitting down? 1,004! ETFs held AAPL stock, and 351 ETFs have Apple within its Top 15 holdings.
Source: Tipranks and ETFDB
Now expand to the other Mag 6. Let me help your imagination…
How do the Sell Side, Insiders, friends and family all sell before the riffraff? You tell grand stories! You sell them grand stories! The greatest stories ever sold!
Soft landing
No landing
Perfect Deleveraging
6 cuts on the dot plot
AI
3% unemployment
Strong Consumer
Cash on the sidelines
Announce Dividends
Announce BUYBACKS!
Say AI 90 times on your earnings call
Say NVDA on your earnings call
Announce a stock split
Announce layoffs and more layoffs
Say lower rate of inflation
Strong banks
This time is different
How are those earnings pops doing?
META (Sorry McCaul)
Still down big from recent earnings as well as the #tiktokban pump and dump. But has also lost almost all of the previous earnings rally from 2023, when they announced (Layoffs, Dividends, AI, and BUYBACKS!) Look at that Island Reversal pattern!
GOOGL lost 66% of the pop already
MSFT is now below the earnings pop
AMZN (as of 5PM ET after earnings) Nothing burger
TSLA lost 60% of the China pop
AAPL - TBD
Now do you see the pattern?
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