Episódios
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Now on the other side of the 2024 presidential election, we discuss its potential impact on markets using 2016 as a guide. The Fed appears poised to cut rates again in December, but risk remains for a rate-cut slowdown with policy shifts that could be inflationary. Tony shares two bullish ideas for this week: a long-term investment in tech and a more near-term trade in semiconductors.
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Options Disclosure Document
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Tony has a lot to cover in this week’s show. He discusses the market reaction to the election and expectations leading up to the FOMC meeting. He then shares two bullish trade ideas: The first move is for an IT company with AI capabilities, and the second focuses on a pharmaceutical giant.
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Options Disclosure Document
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With the Fed meeting coming in the next week, the market appears to be taking a breather in anticipation of near-term volatility. Tony discusses the market’s response to rising yields and upcoming economic data, and then he shares two new trade ideas in the consumer sector.
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Options Disclosure Document
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Tony discusses the latest market developments. While falling oil prices and a strong start to earnings season are seen as positives, concern over inflation and the upcoming Fed meeting may be tempering market momentum. He then shares two trade ideas: a bullish move for a financial tech company and a bearish play for a consumer staples fund.
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Options Disclosure Document
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As we enter earnings season, Tony notes how the VIX is uncharacteristically high in light of the recent strong performance of the equity markets. He believes that sentiment has a chance of improving if companies beat Q3 projections. He also shares two trade ideas: a bullish move for an IT company and a bearish play for a tech giant.
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Options Disclosure Document
