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Tony and Jess discuss the latest economic developments, including the recent highs in the equity markets and current GDP data. Then they share two trade ideas: the first is a bearish move in the homebuilder sector, and the second is a bullish take in a tech giant.
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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...
Published 11/15/24
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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Published 11/08/24