Halftime Report

The Rally Resumes 7/28/23

Jul 28, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The S&P 500 Is Up 20% Year to Date in Seven Months
01:31 • 2min
3
The Stock Market Soft Landing Drumbeat Orders a Continuer
03:40 • 4min
4
The Atlanta Fed GDP Is Borderline Useless
08:06 • 2min
5
The Relationship Between Real Rates and Big Tech
09:44 • 2min
6
The Threat to Technology in 2022
11:25 • 2min
7
The NASDAQ Is Up 50% This Year
12:59 • 2min
8
Apple and Amazon: What's on the Line for This Market?
14:49 • 2min
9
The Threat to Technology
16:26 • 2min
10
The Crying Wolf Effect on the Market
18:23 • 2min
11
The Consensus of Investors on the Cyclic Move
19:56 • 2min
12
Intel Rallying the Company Delivering a Surprise Profit
21:27 • 2min
13
Intel Stock Surges 30% in Six Months
23:38 • 3min
14
Intel's Future Is Good
26:21 • 2min
15
Microsoft's AI Chips Are a Risk to Outages
28:18 • 2min
16
Exxon Mobile's Earnings Miss
30:23 • 2min
17
Brent Brynn, Are We Going to Get a Catch Up Trade in Energy?
32:28 • 2min
18
The Catch Up Trade for Energy
34:00 • 2min
19
Nasdaq Stock Rallying Nearly 40%
35:46 • 2min
20
Uber's Wild Ups and Downs
38:05 • 2min
21
Healthcare Stocks Reporting Next Week
40:32 • 2min
22
XPI: The Stock's Up Near 10% Over the Last Month
42:10 • 2min
23
Delta 3675: A Nice Profit or Hold?
44:02 • 2min
24
The Bull and the Bear on McDonald's
45:34 • 3min