RiskReversal Pod cover image

MRKT Call: S&P Flirts With Key Level & Tesla Hits The Skids

RiskReversal Pod

00:00

The Stock Bottoms in the New Year

The amount of credit card debt that had risen since the end of last year it certainly sent off alarm bells in my head because at some point people can't sustain that. I think there's probably a lot more all cash buyers out there that are not sensitive to rates right so then you've got something like American Express or any company that really is looking at the higher end consumer if they're not suffering they're still spending and the data is going to look okay until that changes now. Taiwan Semic is going to be really at the cross here I don't get why this stock trades the way it does held it's 200 a year it seems like a pretty decent technical level fundamentally I don

Play episode from 32:14
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app