Rebel Capitalist News Nvidia Earnings Recap!! Housing Demand Dropping Fast, CNBC Posts Recession Warning
5 snips
Feb 27, 2025 The discussion kicks off with NVIDIA's remarkable earnings, fueled by surging AI demand, juxtaposed against Wall Street's predictions. The podcast dives into the troubling trends in housing demand, driven by fluctuating mortgage rates. There's an insightful analysis of recent mortgage rate drops and its implications for consumer behavior. The host critiques the mixed media portrayals of economic indicators, underlining the need for a skeptical view of mainstream narratives. They wrap up by examining recession signals and the evolving landscape of economic news coverage.
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Nvidia's Earnings Impact
- Nvidia's strong earnings, while exceeding expectations, weren't enough to significantly boost its stock price.
- This is due to the stock's high valuation and market expectations.
Focus on Valuation
- Focus on share price valuation (expensive or cheap) over predicting price movements.
- Price prediction is near impossible; valuation is knowable.
Bond Market vs. CPI
- The 10-year treasury yield has dropped significantly, contradicting rising CPI.
- This suggests either the bond market or CPI is misrepresenting economic reality.