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July 16, 2024
For those two companies, it was a tale of two different big tech quarters alphabet has certainly been the laggard this year. Underperforming not just its big tech peers, but the nasdaq amazon has been a standout, 70 gains. Alphabet had a low bar and amazon had a high one. Did they deliver we can look at a number of metrics, what i want to drill down on particularly is cloud. These are the companys newer growth engines cloud numbers came in only in line with expectations revenue up 29 year over y...
July 16, 2024
That pause in rotation from greater value showing up with green on the screen for the nasdaq 100. A little bit of love for attack. We might be able to look at a chart. Ins is from our mliv team bloomberg. They are say not much more love coming for attack. The last time we saw this big rotation from the nasdaq to the russell 2000 or from growth to value was right before the dot com the bubble burst about 20 years ago. I have also mention the recordsetting month of gains for the russell 2000. Lets...
July 16, 2024
Fellow the max kaiser. For many years now weve been saying that a new brand of woods is inevitable. And this past week the i. M. F. Said exactly the same thing and new private words is coming oboy stacie lets go well so many people and so much media is focused on the clown car show happening in the us elections that they kind of overlooked this whole i. M. F. Is calling for a new Bretton Woods which of course would be seismic it would coincide with the 50 Year Anniversary and 2021 is a 50 Year A...
July 16, 2024
Today toe all of you extorting there news flow. An to an extraordinary news flow. An election in five days. Markets, there they are, and reversal. You see it in the futures of the s p 500. Jonathan we are down five on the s p 500, 0. 2 . The bounce in europe was never convincing, and the bounce in the United States has not held up. Eurodollar clinging to a 1. 17 handle. The ecb is getting what it once for all the wrong reasons. A weaker euro for a fourth straight session off the back of more res...
July 16, 2024
Hello im max keiser. Committee here is that weve been saying that a new group of woods is inevitable. And this past week the i. M. F. Said exactly the same thing a new private words is coming oboy stacie lets go well so many people and so much media is focused on the clown car show happening in the us elections that they kind of overlooked this whole i. M. F. Is calling for a new Bretton Woods which of course would be seismic it would coincide with the 50 Year Anniversary and 2021 is a 50 Year A...
July 16, 2024
The question to come is one next the economic crisis . Dear i say, when next the markets . There was a broad selloff. Major groups losing 2 acrosstheboard. Technology having one of its worst performing days. Now there is no stimulus inside and the u. S. Election is on our doorstep, investors are in a riskoff mode. What would help . Spending. Ays fiscal bill dudley weighed in on that too, saying the fed needs to help the economy. Joe, there is definitely some riskoff sentiment. Joe absolutely. Ob...
July 16, 2024
An extra blade but fatalistically and we see this time and time again so the us. At any moment they could get off this path in the camp of walking into the buzz saw that make conceivably but fate is drawing them to the blade you know we had Aristotle Plato socrates they understood the man right they understood what tribes us and we always tried to the buzz saw thats the way powerful people are powerful nations do it they just go straight into the buzzsaw theres no other option they can just like...
July 16, 2024
Any. To. The max kaiser. For many years now weve been saying that a new Bretton Woods is inevitable. And this past week that i may have said exactly the same thing a new private words is coming oh boy stacy whats going well so many people and so much media has focused on the clown car show happening in the us elections that they kind of overlooked this whole i. M. F. Is calling for a new Bretton Woods which of course would be seismic it would coincide with the 50 Year Anniversary and 2021 is a 5...
July 16, 2024
They could default on their debts to england and of course 50 years later were still defaulting on the debts but we could be seeing a new Bretton Woods who knows whats going to happen but youre talking to simon dixon in the 2nd half about that in the meantime you know really whats going on is that through cities trap that weve talked about which is the rising power china always ends up in conflict with the decline in power which is the United States in the situation we certainly see that heating...
July 16, 2024
Thedual listing could be biggest share sale in history. Softbank makes headlines again. Amassedid to have 20 billion in a stock trading movement despite a skeptical response from shareholders. Lets take a look at how markets are trading at the moment. At this as we are just getting some line through when it comes to the reserve bank of australias assistant governor. They are giving a speech saying it is more complex to assess the policy stance than it has been in the past. Due to the economic an...