ndx

Equity side versus the technicals and equities are crazy... earnings growth... For 2024... 54% year on year growth... So I'm bullish on stocks and urged to continue to look at stocks.

yields

I think the Fed can cut rates, but until then you got yield levels. You can get it down faster and more aggressively than where they are today.

yields

We do think the fed does get underway. That recalibration that was hibernating comes out of hibernation. And they begin cutting in September. Given the expectation of the Federal Reserve starting rate cuts in September due to slowing labor market and inflation data, yields are expected to move sharply down in the short term.

yields

So, they're ready to come down. I think they'll cut here in September. Probably again later in the year. And as I said last time, I think you could continue that into next year. So, you probably get a 100 basis points by this time next year.

ndx

higher growth and upward revisions for NVIDIA and AMD

ndx

Saira Malik said 'We are bullish on technology and continued spending on artificial intelligence. That’s supportive for a stock market which I agree is trading at a worrying premium.'

yields

...that the Fed will likely start cutting rates by 50 basis points next month, reopening credit channels and easing policy.

ndx

I do Joe. And ultimately it's going to come down to growth rate next year. Street's looking for 5% just on this upgrade pool. ... I think Apple is going to be one of the top two performing mag sevens over the next year.

wti

Discussed factors such as geopolitical risks impacting oil prices, but no explicit prediction on 'wti' direction.

metals

Silver prices have rallied over 28% year to date, silver is stepping out of gold's shadow, and a potential silver squeeze could drive prices higher; uranium equities show strong fundamentals with increasing free cash flow and term market improvements. Precious metals bull markets typically start with gold but leadership moves to silver as investor momentum builds; structural deficits and record demand support price rises; uranium markets have term contracts lowering capital costs, indicating a bullish long-term outlook.

ndx

stocks are helping to power both the S&P and the Nasdaq higher right now Investors have an insatiable demand for quality and growth companies, particularly those executing on AI strategies.

ndx

The good news about Apple right now in the short term and why their stock is up, is beyond that. They're also performing well.

metals

John Woods mentioned sharp increases in lithium due to supply constraints, leading to potential sharp ups in the metals market short term.

yields

And very importantly, we have to get interest rates lowered in our country. High interest rates are preventing people from buying housing despite no inflation and strong capital inflows, indicating a need for lower rates.

ndx

I continue to believe there's going to be a melt up between now and Thanksgiving.

metals

The key catalysts for gold to just break out higher, is it just a little bit of back and fill in the US stock market, a little bit of volatility and it's August volatility very low. The bull flag is 3300... It's just waiting for the next catalyst to shoot up up to a new high.

metals

Gold also higher after dip buying yesterday; inflation report critical for gold

metals

Gold market down $73 after a wild and volatile period; metals like gold, silver, copper, aluminum, platinum, palladium edging a bit lower; market showing sharp reactions back and forth due to tariffs and geopolitical uncertainties

metals

if you make gold more scarce it's finite. It's going to push the price higher. Right. So it causes disruption. And uncertainty has pushed gold higher in the first place.