Эпизоды
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The markets appear to be shifting with some signs of hesitation from investors. While positive momentum on inflation indicates another rate cut, a strong labor market has some worried the Fed may slow down further cuts in 2025. Tony shares a bullish opportunity fueled by AI innovation and a bearish trade in semiconductors.
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Options Disclosure Document
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Tony discusses how the tariff talk over the past couple weeks had lead to increased volatility but markets have rebounded
and appear to be on a rally heading into the end of the year. He then shares a bullish trade idea in the health care sector
before looking back on a trade from a few weeks ago.
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Options Disclosure Document
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Пропущенные эпизоды?
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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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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
