
MRKT Call: Chips Warning to the World
RiskReversal Pod
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The S&P ETF's Bottom Early
The jobs data is the one that seems to be really giving people a hard problem right right. If you do see some of these like CPI PPI start ticking up again that just means higher for longer so that's why all those kind of late year rate cut I odds have just been kind of pushed out here. The S&P age is that off of its lows guy was up 60% it did three acts of what the NASDAQ did for 20% off its lows. So interesting people saying Cal Bass is right every 13 years or so I mean he's not right or wrong he's just sort of outlying or outlining what he thinks is going on.
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