[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] We had a surprise 15% gain in Eli Lilly (LLY) on earnings today and we’re gearing up for Disney’s (DIS) earnings tomorrow. In tonight’s video, we highlight these plays and other leading/lagging stocks to keep an eye on this week and next. Finally, we’re also closely watching surprise economic data and headlines – from around the world – including inflation data later this week. Be prepared!

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Warren Buffett’s Berkshire Hathaway popped today on insurance business and a cash hoard of $150 nearly $150B. What’s his secret? Also, rotation to dividend paying names appears to be paying dividends.(CPRI, PLTR, COIN, X, AGNC, CSCO, MNST, AG, IBM)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] -Correlation nonexistent -Market fear making a comeback? -Bonds/Rates are of critical concern -If inflation upticks, expect vol to rage! SPX Expected Move- -Last Week – 54.13 (Expected Move 5 Day Week) -Next Week – 78.59 (Expected Move 5 Day Week)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] In tonight’s video we look at upcoming earnings reports that may indicate growth and contrast that with falling bonds. We discuss higher yields as an indication of the end of growth and possible market contraction and correlate the yields to lower employment data.

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Fitch downgrades US debt sending markets down to the lower edge of the weekly expected move. If you think the downside is over for the week look at the major announcements still ahead for the week. AAPL and AMZN earnings could easily send the tech sector lower whether the earnings are good or bad. The monthly unemployment report will be released Friday morning. Jerome Powell has said this is the first of only a handful of key reports over the next 2 months they will use to make their next rate hike decision.

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Last week had the potential to be a major market mover with all the earnings and Fed and inflation data each day, but the week ended only slight higher. While we have fewer big earnings reporting this week, we do have two of the biggest and we also have the big Monthly Jobs Report on Friday. In tonight’s video, we focus on trades and ideas in ‘sideways stocks’ that are flat with the market, rather than the more exciting trending popular names to try to find trades others may be missing – don’t miss these opportunities!

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] With Apple Inc (NASDAQ: AAPL) and Amazon.com Inc (NASDAQ: AMZN) set to announce earnings this week, is there any indication the market is overheating? Looking at Microsoft Corp (NASDAQ: MSFT) earnings revisions, it appears to be so. Following their earnings report last week, MSFT has seen 10% negative EPS revisions for current and next year’s earnings. That’s a pretty big adjustment and MSFT is down nearly 10% from highs. Maybe they didn’t say AI enough? (AFRM, FSLR, UBER, TPX, ETD, ARKK, X, FUBO)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] -Fed hikes and markets rally -This is NOT a retail rally -Two-sided trade ? -Low volume / limited liquidity – XLE & XLF -NASDAQ rebalance had no material impact -Correlation makes a brief appearance -Earnings on deck AAPL, AMZN -Will bonds/rates threaten the rally? SPX Expected Move– – last week – 61.59 (expected move 5 day week) – next week – 54.13 (expected move 5 day week)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] In today’s video we break down Advance GDP and and what is driving growth. We compare the speculative growth in AI and NVDA versus Durable Goods and Durable Goods stocks.

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] The Fed raises 25bp as expected and Jerome Powell says absolutely nothing at the press conference. In fact one of the reporters illustrated how strong the economy is by the Barbie movie sales and Taylor Swift concerts. You can’t make this stuff up. As for trading the rest of the week recognize we have not hit the lower or upper edge of the weekly Expected Move. Something that has been happening recently on Friday of each week. It may feel like summer drift, but be careful out there because volatility may be right around the corner…