System may go down. Im charles payne. This is making money. Breaking now, smart money continue to throw the towel in, the dumb money celebrate by sending tupperware shares to the moon. Capitulation version on wall street never saw coming. Now i have to wonder about soft landing folks. Im a little worried this bandwagon is getting crowded but i have some of the best on the street to hash it out. Julia coronado, jim bianco, theyre on board. The decivilization of america with victor david hanson. Stocks everyone should be buying now. Somewhere oppenheimer must be screaming about the drumbeats of nuclear war for some reason we refuse to hear. I will tell you all about it in my takeaway. That and so much more on making money. Charles it is without a doubt the digest global story right now, officials at a chinese zoo vigorously denying that Star Attraction is human being in a bear costume. Im saying it is a human being. That is not a bear butt. That im not expert that looks like a human being to me. Here in america meanwhile market bears, the brilliant folks in wall street, maybe they are human after all. Many are forced to change their mind and outlook. Wall street promised widespread capitulation in 2023. The dumb investors that held through the route in 2022. Top thinkers and strategists are forced to admit they were wrong. The reasons range from soft landing Artificial Intelligence to simply underestimating the determination of this rally oppenheimer, oppenheimer is number one target on wall street. They were 4900. Yesterday they were 4600. City group was 4,000. To me what is more intriguing the whole thing about the sentiment shift is the timing of this shift. Were in the midst of earnings season and i got to tell you that the market had run up so far so fast even names that were beating are getting hit. These are reaction to beats, wall street beats. Last them this happened was in the Fourth Quarter of 2020. So you know, wall street throwing in the towel as the market gets a little bit shaky. There are other reasons the bears are throwing in the towel. The notion that the fed is done and well see at some point Interest Rate cuts. This is very intriguing because if the fed will start to cutrates, rates start falling value stocks, all the folks were pessimistic, all the folks said if you have to do something buy value they had typically have great performance. Accelerating profits yet they have thrown in the towel. Finally there is this other things, 3. 5 trillion in institutional cash sitting on the sidelines. That is a whole lot of dry powder, folks. Listen if this market starts to reaccelerate. This money has to go somewhere. A lot of it will go into the capital markets. Lets bring in greg hill. Goldman saying there is lot of capitulation among hedge funds. You follow hedge funds. You know all about it. Do you see the capitulation itself and what does it mean for the market . This is similar to the covid lows in 2020. Smart money is wrong again. Saying the dumb money has been buying this rally. The dumb money has been buying this rally. They bought from june of 2020, the institutions chased. Seeing exact same thing off the october lows last year. Dumb money, retail has been right. Buying whole way up, institutions have to put the money into cash. They will not chase things that are up huge, magnificent seven have cooled down. Consolidating doesnt mean they have to cash but there is lot to do under the surface. Charles dumb money buying tupperware at 60 and now 6. We have fun with this we do it for a reason. Because the narrative is always, one that hay, folks on the street always get it right and folks at home dont always get it right. Last few years it has been topsyturvy the exact on silt. I want to specifically folk with us what youre looking at. For the second half of the year you have certain themes, rotation, weak dollar, Interest Rates. Talk how this translates where we should be in the stock market . No question. The two key themes are weak dollar a bid in the 10year, means yields compress. On a weak dollar be in multinationals, 50 or more charles names like caterpillar that reported this morning count for that . Certainly countses for that. Believe it or not you have paypal, youve got intel, youve got baxter, you have Companies Like that do a lot of their business abroad. I think the relative outperformance, you know i love the most hated stuff, will be in emerging markets and emerging markets is 40 china. I know people dont love it. I know the government is sitting back, give me the stimulus, give me the stimulus but like all politicians they make the right decisions after exhausting all other possibilities and theyre getting to the point they have to pull out the bazooka. They can do it because they dont have inflation. That is coming. You will see a huge bid in emerging markets in the second half. That is catchup. We love baba. I told you last time buy under 100. We got over 100. Charles a lot of fits and false starts with the chinese names. Maybe sometime. Thomas thank you very much. Thank you very much. Charles my take on the moon race and mining asteroids. Over the past year the rally has lifted all boats, over the last month, rather. Were starting to see all these boats lift. Talking energy, financials, materials, they have all rallied greater than technology which by the way my next guest actually called for on this show. Want to bring in Money Map Press their chief strategist shah gilani. Last time you were on you were looking for the sort of rotation. Over the last month, energy has crushed it. Financials have crushed it. Weve seen materials come on nicely. Communications has done very well but all of those names are beating technology. You think this continues . I hope it continues because the broadening out is a positive for the market in general, charles, but i think what is happening for the most part is performance catching and i think whats happening is the big megacap names have gone up so quickly, and most Retail Investors who caught those were happy. The ones who missed the not unlike institutionnal investors missed are looking for performance elsewhere and theyre going into the names that were undervalued, value stocks, cyclicals, all the stuff would likely get picked up because it was cheap if the economy continued to sputter along, if the market continued to go higher. You dont chase the big names that have already gone up. You go in, find value stuff wherever it is. There was a lot of it. That is why the small cap names did exceptionally well in july. I think they outperformed the big caps probably by two to one margin. Weve seen that. That is already priced in. It is already getting a little full as far as where do you go next to find a value play . Charles maybe, maybe the big names become value plays. Apple, amazon on deck to outperform. We have numbers that make current valuations look inexpensive. The jobs report at the end of the week. Do you feel like the by the close on friday we will have a much clearer idea where this market goes from here . I think thats a great question. I think the answer is yes. By the end of this wreak well either see the market rally strongly. If that is the case it will get good performance numbers this week in terms of earnings note just from amazon and apple but more than 500 s p 500 names reporting this week. That is a big turnout. In general if the numbers are good, if Forward Guidance is good i think by the end of this week the markets could move by towards alltime highs. Maybe not end of week. But other side of that, charles, if we see dispointments this week i think the rally could take a breather. Charles what is at the top of your watch list, shah . What actually is at the top of my watch list what is happening with the banks. Everyone seems to think were past what happened in march. Im not so sure that we are. Im looking at Something Like brokered deposits. A lot of banks are paying up in the brokered deposit market for deposits. Theyre paying very high rates on cds in order to shore up their balance sheets. That is never a good thing. That trend has been a little disturbing to me. That is at top of my list right now to keep my eye on. Charles before i let you go, need to help me out here, that bear in china i think this looks like a dude in a costume. That face is here. You aint never seen a bear built like that. Look at those feet. Help us out before we go, is that a real bear or human in a costume . Thats a real bear. Charles no way. No way. When was last time you made it to a zoo. Come on, my man look at that its been a while. Charles me too. Thanks a lot, buddy. Look at soft landing mania, it is all over the place but what happens if theyre wrong . I will ask Julia Coronado about that. She knows a thing or two about calling recessions. First tupperware it is only up 800 , the meme stock really crushing the shorts. It is not alone. Jessica inskip is not alone. Talking about new investors particularly genz. It is fine to do the meme stocks but you need a real strategy and shes got one next. The chase ink business premier card is made for people like sam, who make everyday products, designed smarter. Like a smart coffee grinder, that orders fresh beans for you. Oh, genius for more breakthroughs like that i need a breakthrough card. Like ours with 2. 5 cash back on purchases of 5,000 or more. Plus unlimited 2 cash back on all other purchases. And with greater spending potential, sam can keep making smart ideas a brilliant reality the ink business premier card from chase for business. Make more of whats yours. This is american infrastructure, a prime target for cyberattacks. But the same aipowered security that protects all of google also defends these services for everyone who lives here. This is what love looks like this is what love looks like this is what love looks like about two years ago, i realized that jade was overweight. I wish i would have introduced the fresh food a lot sooner. After farmers dog, shes a much healthier weight. Shes a lot more active. And shes able to join us on our adventures. Get started at betterforthem. Com charles folks last month the headlines were blaring the meme stokes are back, the meme stocks are back wall street was kind enough to warn us, the meme stocks are back. That was the end of the move. It was early july. Obviously knot the end of the move. Here is the irony the meme stocks only got stronger as the month went on. Now theyre breaking out big, big, big time. One of reasons for this just so happens a lot of meme stocks are heavily shorted. Wall street thinks they are bunches of crap, they will short them think they to bo to zero. Some dont go to zero. Remember carvana. Carvana sup 800 . 800 . Listen your 401 k will never go up 800 . Everyone of those stocks up 100 or more. On this show we try to help you out especially new investors. We hope you have a gameplan not about taking highrisk shots. We point out there is lot of ways to skin a cat. Options play director of education and product Jessica Inskip and, she is in studio. Great to have you in studio. I have fun with this i traded this for my trading clients. We had this for our trading clients. We had this for our trading clients. We had a few of these and tupperware which of we got out too early we didnt think would go up 2 you know in a week. This should only be a small portion if you do it at all . Absolutely. It is a function of supply and demand. Well never call the highest highs or lowest lows. If you got out of tupperware made a gain, great job, i will applaud you. I love that these are short squeezes are going to happen. Really what i think happened with the Younger Generation they got adrenaline rush off of gamestop. They did make money off of it but others also lost money as well. This is excessive risk. So just understanding supply and demand, layering on Technical Analysis because that is all fundamentally driven through the supply and demand. Charles helps you get through the emotional part of it . Yes it does. Charles im glad you bought that up. There are a whole lot of people play these stocks, their mom and dad are not 20 years later making money in ibm, ge, list goes on and on in bluechips they hope to make money. Lets talk about it specifically. You have a jen z focus how they trade their accounts . This is general see looks like. There is a huge lens on Financial Literacy and jen z. Retail trading 43 of 20202 was made up of the Younger Generation that entered into the market. There is trend for growing wealth in savings. One of the most popular search tools is high yield savings account. Charles really . Yield consumer, overall economy when do high yield savings accounts perform the best, high yield environment. Leads to consumer, extra income, budgeting saving. Excess savings. Wall street is wondering where that is coming from . There it is. Charles wow, talk about how to make money. Youve been big proponent of a. I. , one of the first. Plays a role in the gig economy. Pointter rest is at top of your list. Google is your favorite. Pinterest is starting to come back after bigtime disappointment. They had. They never really had a good earnings report. That is something to be cognizant about. Charles never. They never have. Charles top of the buy list. Be wary of that. This is all part of the side hustle. Think about past downturns. Did we have the ability to go in and have affiliate links in amazon and have extra income . No. Charles right. But this generation does. This is the resources that they will utilize which us investing in the stock market can capitalize on. Charles right. Pinterest is means of marketing ad revenue. This is the ultimate platform really battling google, youtube. Their short form targeting ads things of that nature. That is a good use as far as the big economy. If youre creating additional content youre on pinterest. Amazon offers you affiliate. Charles sure. We recognize all the names. Pinterest a lot of people will gravitate to this it already has been beaten down. It has. Charles it has been in the rumor mill. Would not be surprised if they were taken over. You remind me of my kind farther 10 teacher who used to give out the gold stars. Extra gold stars. Charles thanks a lot, jessica. I already told but aster road mining . What about moon mining. Pippa is here to talk about that. 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Our nearly invisible hearing aids are just one reason weve been the brand leader for over 75 years. When i finally could hear for the first time, i started crying. I could hear everything. Call 1800miracle and schedule your free hearing evaluation today. Charles dont look now but that soft landing bandwagon is about to bust but is this premature . Weve got lydia hu here in studio to break it all down. Reporter hey there, charles, last thursday the New York Times offered a word of caution in soft landing mania which is sweeping the financial world like beatlemania once conquered america. This article reminded readers of similar enthusiasm in the past that turned out to be drastically premature. It is remarkable just how quickly sentiment changed since the beginning of the year when everyone was sure the recession was going to happen in the first half of of the year. A fed study in january was the first glimmer of hope in a soft landing. The street bought into notion of a soft landing in the most recent fed manager survey. 68 of the manager survey say the most likely outcome in the next year is a soft landing but it is still too early to celebrate, charles. There are specific issues that are looming large. The credit crisis could still become a reality. Just yesterday the fed released latest senior loan officer survey on bank lending practices, you can see here, more than 50 of the respo