Tom Thornton

Tom Thornton, founder of Hedge Fund Telemetry, discusses the market's reaction to disappointing GDP data, near-term trajectory of tech stocks, oil, and metals. Topics include inflation, Tesla's earnings, impact of higher interest rates on equity markets, and stock trading strategies for Intel, Apple, Tesla, and ARK Invest.

Tom Thornton, founder of Hedge Fund Telemetry, discusses the pullback in bond yields, the global economic implications of the Israel-Hamas War, potential opportunities in this market environment, and the impact of earnings calls and higher interest rates on the economy. He also shares insights on the Q4 business cycle, shorting regional banks, their position in utilities, the importance of waiting for technical signals, and analyzes Bitcoin's divergence with stocks and the valuation of Nvidia.

Tom Thornton, founder of Hedge Fund Telemetry, discusses the Fed's lack of data for a September rate hike, the energy market, and challenges in the Technology sector.

Tom Thornton, founder of Hedge Fund Telemetry, discusses the market's reaction to today's CPI report, concerns regarding bond markets, and the potential ramifications of Nvidia's upcoming earnings release on the broader market. They also discuss challenges for the Fed in reaching their inflation target and the possibility of rate cuts. The episode includes sponsors for a crypto tax calculator platform and a cashback app. Other topics include sentiment tailwinds, concerns for big cap names, the USD in relation to the return of the inflation boomerang, and the need for investors to remain flexible and take profits in light of rising interest rates.

Tom Thornton, founder of Hedge Fund Telemetry, discusses the market action and portfolio preparation. Skepticism towards stock market rally and concerns about high valuations of certain companies. Impact of big options expirations on trade action and lack of market breadth. Recent performance of Bitcoin and Ethereum, doubts expressed on the effectiveness of ETFs. Significance of earnings in the stock market, analysis of Tesla's earnings, demand, valuation, and CEO's behavior.