The Market Rally's "Drive for Five" and Jamie Dimon's Letter to Shareholders 4/4/23

1

Introduction

00:00 • 3min

2

The Bank Discount Will Come Off

02:34 • 3min

3

How Long Will the Market Look Over Its Shoulder?

06:01 • 2min

4

The Decline of Incentives in the Stock Market

08:29 • 2min

5

The S&P 500's Rally Is Almost Totally Due to 20 Companies

10:36 • 2min

6

Ford's Q1 Sales Are Up 10.1%

12:50 • 3min

7

G.M. Presents at B of A

15:52 • 1min

8

Kramer's Mad Dash Countdown to the Opening Bell

17:22 • 2min

9

Credit Suisse's Axel Lehman Apologizes to Shareholders

19:42 • 2min

10

The JP Morgan Desk: What's 41-50 as an Area Where You Might Sort of Pull More Goals In?

21:43 • 2min

11

The Rise of Nvidia

23:22 • 2min

12

The Bears Point Is That the Deals Over There Are Now Less Discretionary and Valuation Below End of Historical Range

24:57 • 2min

13

Coke's Defensive Moves

27:26 • 2min

14

Walmart's Investor Day

29:23 • 3min

15

Apple Pays Down $4 Billion in Debt

32:23 • 3min

16

The Go Out Trade Is the One I Am Concerned About on Friday

35:01 • 2min

17

The Importance of Travel Trust in Retail

37:17 • 3min

18

Raymond James's Switch Plate: The Future of Drones

39:47 • 2min

19

The Value Traps of Russia

42:13 • 2min