After the Fed's latest rate hike, which may not have been its last, we search for points of weakness, and areas of continued strength in the markets with Kenny Polcari. Plus, Kenny drops one of his classic Italian seafood recipes on us, of course. Plus, "irrational exuberance" makes a return as a catchphrase. Is 2023 really like 1996?

Listener survey: https://selfserve.decipherinc.com/survey/selfserve/20f6/230732?list=17

LINKS FOR SHOW NOTES:

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_072823.pdf

https://www.ftc.gov/news-events/news/press-releases/2023/06/ftc-takes-action-against-amazon-enrolling-consumers-amazon-prime-without-consent-sabotaging-their

https://www.kennypolcari.com/

https://slatestone.com/2023/07/big-week-for-central-banks-earnings-try-the-mussels-bruschetta/

https://www.investopedia.com/terms/i/irrationalexuberance.asp

https://www.c-span.org/video/?c4673464/user-clip-alan-greenspan-irrational-exuberance

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Eric Voskuil