The Fundamentals Always Look Good at the Top – That’s how Bill O’Neill saw it, anyway. The shop talks new politics in the wake of the upcoming capital gains tax proposal and NVIDIA’s big move this week (and why it’s always easy to claim hindsight as a past-due indicator) before diving into why Danny believes a 50-point drop is coming in 2024 (hint – it IS an election year) and four longs worth watching for bigger trades.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
Key Moments from the Show
00:00 – Opening Bell
03:15 – Breaking Down the Wealth Tax
07:00 – Mailbag: Controversy on Capital Gains
10:00 – Mailbag: NVIDIA’s Big Move
15:00 – This Week in the Markets
29:00 – Action on the Grotection® Gauge
33:20 – Four Longs & The SMCI Debacle – LMT, NOC, PANW, UBER
42:00 – Unpacking The Perfect Scenario
48:30 – Pyramid-ing on UBER & The Mutual Fund Conundrum
Show Links:
- How to Help Clients Navigate Bonds Before the Rate Cuts
- Wall Street Firms pay half price of retail buyers in Muni trades
- ‘T-Bill and Chill’ is a Hard Habit for Investors to Break
- Is the 3rd Time the Charm for Harris and the 45% Capital Gains Tax
- Does the Biden/Harris ‘Wealth Tax’ Have Legs?
The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information contact us.
