On Episode 11 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more.

Chapters

Intro (0:00)

Welcome Back (0:11)

Chicks Dig Scars (1:21)

Tech Investors’ Technical Difficulties (2:35)

Chart Art (3:40)

1-Year Highs, Nasdaq + S&P 500 (4:20)

Equally-Weighted Sector Performance (4:36)

Financials (6:11)

Phil’s Evergreen Fed Day Play (9:15)

The Gold Rush (10:40)

Gold Around the World (10:58)

The Longest Days of the Year (12:40)

Morning Sun (14:17)

The Surge In Sugar (17:20)

America’s Apple (19:33)

Microsoft Moves on AI (20:40)

Apple’s AI Play (21:42)

France (22:50)

Avoid — Shoulda, Coulda, Woulda (25:00)

America is Underperforming (27:10)

Apple vs. LVMH (30:00)

Banks Consolidate (31:00)

How to Invest in AI (32:40)

The State of VC (32:49)

Homebuilders At Highs (38:42)

The People of Walmart (42:00)

One More Chart (43:26)

Links

Howard’s Blog — https://www.howardlindzon.com/

JC’s Blog — https://allstarcharts.com/blog/

Pearl’s Prime Cuts — https://primecuts.substack.com/

Riley’s Blog — https://rosebee.beehiiv.com/

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon

JC Parets — https://twitter.com/allstarcharts

Phil Pearlman — https://twitter.com/ppearlman

Riley Rosebee — https://twitter.com/be_rosebee