Adobe drops & software suffers: buyer’s or seller’s market? 9/15/22

1

Introduction

00:00 • 3min

2

Fedox Warning

02:51 • 3min

3

The Supply Chain

05:21 • 2min

4

Is There a Weakening of Demand?

07:06 • 2min

5

Fetex

08:44 • 2min

6

Do You Really Need Full Year Guidance?

10:14 • 2min

7

Is Pedox Pulling Their Guidance?

12:16 • 2min

8

Is the Fed Going to Too Much Full Steam Ahead With Interest Rate Hikes?

13:47 • 3min

9

The Fed Is Doing This and We're Not Seeing the Impact

16:25 • 2min

10

Is There a Reversal of Fed Funds?

18:27 • 2min

11

The Fed's Going to Have to Get to a Place, and That's Where the Fed May Stop

20:25 • 2min

12

The Fed Needs Credibility as Well as Addressing the Inflation Issue

22:01 • 3min

13

Can't Resist on Win Sher?

25:02 • 2min

14

Is China Going to Reopen?

26:36 • 2min

15

Tect Murgers - The Biggest Deal of the Year

28:21 • 4min

16

Private Equity

32:08 • 2min

17

Adobe Deal - What Do You Think?

33:47 • 2min

18

Amazon Streaming to Night's Game

35:28 • 2min

19

Streaming Sports Leagues

37:41 • 2min

20

Comi Home Freighted 16 Times Average Daily Put Volume

39:19 • 2min

21

Is the Gap a Gold Digger or a Gooro?

41:00 • 2min

22

What's the Deal With Gap?

43:07 • 3min