ndx

higher growth and upward revisions for NVIDIA and AMD

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.

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.

ndx

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

yields

Now is a very good time for if people are going to buy bonds because they can make a lot of money as yields plummet.

metals

Gold prices spiked sharply higher in the New York ComX this morning. CPM Group has been projecting for its clients that the price would touch 3,500 in August or September and would probably get up to 3,600 in September or October with higher prices later in the year and into 2026.

metals

Gold futures jumped due to a 39% tariff on Swiss gold bars, leading to a surge.

yields

It makes me cautious on longer-term Treasuries.

ndx

I do. I mean, I think that you don't want to abandon technology, right? Because that's where the growth is.

ndx

So I think that's normal. I expect it to we've said that third quarter. We think this is the best chance we could have for some correction or moderation, if you will. But I want to be very clear, it's still early in the new bull market.

ndx

We still are big believers in the tech story. The AI story is only gaining momentum.

ndx

I think the Nasdaq is the place to be. The AI boom is alive and well within the choppiness we've seen with tech earnings.

yields

it's now time to cut rates The economy has slowed, and the Fed needs to respond to economic data.

ndx

big Tech has blown through the numbers... It's outside of tech especially Bitcoin.

ndx

The biggest lift in markets coming from Big Tech.

ndx

I buy Google... I just think it's two different business models. I think the commercial element of Google's paid search business is going to continue to be one of the most robust businesses on the planet for a long period of time. So I'm not fearful that there's going to be a meaningful slowdown in the paid search growth.

wti

If India stopped buying Russian oil, which is the justification for the extra 25% today, that would imply fewer barrels into the global market and higher oil prices.

ndx

The expectation for the S&P (which includes the Nasdaq 100) is around 5% up by the end of the year and almost 10% over 12 months, reflecting earnings growth of around 7% this year and next year.

ndx

I think that the next leg of this bull market's going to come from a broadening out beyond just the AI story.

yields

Well, interest rates are going lower. That's all we need to know. So if you're overweight in cash, you're getting a pay cut.

metals

we continue to expect higher gold prices over the course of this year into next year because we don't see those political and economic factors changing Strong investment demand driven by economic and political uncertainty is keeping gold and silver prices elevated, and open interest data shows market participants expect high and volatile prices to continue through the medium term.

ndx

there are factors at work right now that mean I think this market goes higher in the near to intermediate term.

yields

‘by the third end of the third into the fourth quarter a lot of the inflation statistics will go over 3%.’; ‘We’re going to see long-term interest rates move up and that could really bother the stock market.’; ‘If you want to borrow to keep a 24 25% of GDP at the budget and 7% deficits to GDP interest rates are going to skyrocket.’; ‘4 and a half percent is normal; zero interest rates 2010-2019 was an aberration.’

yields

"the probability the fed cutting in September has gone up"; "there are now five rate cuts priced in between now and the end of the year, end of next year"; "markets are thinking, okay, the Fed's going to get down to 3% raise"; "long term rate can come down a little bit"

wti

Oil and gas had a really strong year last year. It continues to have a strong year this year.

ndx

I think we're going to rally pretty strongly in August. So, I think yeah, I think we can get back to 65 or get to 65 6600 all-time highs this in the next couple weeks and then uh 7,000 in the next 12 months. Above that. Yeah, probably well above that next. Well above that. Yeah.