Douche Bank: There Are No Rate Cuts, Short The TLT!
OptionStrat link: https://optionstrat.com/themaverickofwallstreet
Market Recap:
00:00 Intro
1:10 NVDA Earnings Preview
8:30 Bubbles vs. Reliable Bets
10:50 Macro: The Inflation Spoiler
17:30 Douche Bank: No Rate Cuts But Why?
25:15 Market Performance: Russell Lags
27:50 Heat Map: LLY Self Cannibalization
32:30 Commodities: Sugar, So Sweet?
34:00 Options: PDD, CHWY, NVDA, PYPL, CCCC
40:07 Charts: Weakness But No Confirmation
51:32 Outlook Outro Music: Ghost Beatz: Big Bags
