Is the Market in Need of a Breather?

This week, we’ll start with the latest jobs report and examine NVIDIA’s wild ride over the last two weeks. We’ll then discuss troubles with Apple and the airline industry and address concerns that the Fed will lower rates too late. We’ll wrap up with a look at this bull market cycle and how a healthy correction could take place.

Key Takeaways

[00:17] - Jobs and NVIDIA’s last 15 days [04:10] - Apple’s woes and Google's comparison [10:11] - Troubles in the Airline Industry [11:50] - Costco and the pricing power trend [12:58] - Truflation vs what the Fed is saying [19:21] - Is the market in need of a breather?

Links

NVIDIA added an entire Tesla AND Starbucks in market cap in the last two weeks Citi lowers Apple stock-price target. Blame iPhone sales in China Tire falls off of United Flight Costco has a money-saving plan that beats inflation Powell reinforces position that the Fed is not ready to start cutting interest rates Truflation today is 1.63% Bitcoin crossed above $70,000 for the first time US gasoline prices are at the highest now since November Carlson: What does a healthy correction look like?

Connect with our hosts

Doug Stokes Greg Stokes Stokes Family Office