The Real Eisman Playbook Powell Says Nothing & Markets Cheer, Amazon Wins & Target Loses | The Friday Market Wrap!
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Aug 22, 2025 Dive into the retail landscape where giants like Amazon and Costco thrive while Target and Macy's struggle. Hear insights on Fed Chair Powell's cryptic speech and its impact on market sentiments. Discover the shift from brick-and-mortar dominance to the e-commerce revolution, reshaping consumer behavior. Finally, get the scoop on recent earnings from big players and the challenges lingering in the housing market. This is a lively exploration of today's financial dynamics!
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How The Weekly Wrap Is Made
- Steve Eisman explains his weekly creation process: he starts Monday, compiles data daily, writes a script and often reads from a teleprompter.
- He prefers a scripted approach to ensure he conveys detailed information accurately each week.
Small Tech-Led Pullback Then Rally
- The market had a small weekly correction driven by tech, then rallied after Powell's speech to close roughly flat on the week.
- Short-term swings can be large but overall indices remained resilient through the week.
Ignore Calendar Market Folklore
- Ignore stock-market folklore like 'sell in May and go away' because calendar months lack predictive power.
- Stay invested long term instead of timing the market based on month-based rules.