Hotter PPI, Tech's Rough Stretch, Biden: China a "Ticking Time Bomb" 8/11/23

1

Introduction

00:00 • 4min

2

Why Stocks Have Stalled Out Here

04:26 • 3min

3

The Global Story of Yields

06:59 • 3min

4

The NASDAQ Is a One-Way Street

10:20 • 3min

5

The Consumer's Responsiveness to the Economy

13:18 • 2min

6

How to Reposition Ralph Lauren to Be Closer to the European Luxury Players

14:56 • 2min

7

Ralph Lauren's Acquisition of Versace and Jimmy

16:45 • 3min

8

The Importance of Data Center Migration

19:45 • 2min

9

Energy: The Top S&P Sector for the Week

22:09 • 2min

10

The Dow Is Still Negative for the Week, but the 50-Day Average Is Still Positive

24:07 • 3min

11

Semiconductor Stocks Coming Under Pressure

27:14 • 3min

12

GM and Ford Firmed Up a Little Bit

29:46 • 3min

13

The AMPTP and the Writer's Guild Meeting

33:08 • 4min

14

Tesla Shares Down 3%

36:56 • 2min

15

The Bulls Can Defend S&P 50 Day Nine Points

38:44 • 6min

16

The President's Comments on China's Economy, the Economy, and the Real Estate Sector

44:17 • 2min