Looking forward to your breakdown of CPI video. Btw you hinted that the soft print was coming and that was a great call. Appreciate everything you do here.
Some really interesting movements today. With a cut all but confirmed for September, it looks like everyone is rotating out of the mag 7 and into small caps and interest rate sensitive sectors. Do you think this is fund managers getting the greenlight to finally stop following stocks whose valuations they haven't believed in for some time, but had to at least equal weight them to maintain their performance?
From what I can gather Viceroy is shorting it, again And there’s a DoJ/ FBI probe into it, allegedly. There’s no confirmation or comment officially from DoJ/FBI There’s a Bloomberg ticker feed/ article But that’s pretty much it, can’t find more information
ABR released a statement saying they are confident that their conduct was proper. There was a long WSJ story about mortgage fraud and investigations a couple of days ago. It is not just ABR, it is almost every firm in that space being investigated.
Looking forward to your breakdown of CPI video. Btw you hinted that the soft print was coming and that was a great call. Appreciate everything you do here.
59:50 “What you do is you get some other noob” LOOOL 😂
Some really interesting movements today. With a cut all but confirmed for September, it looks like everyone is rotating out of the mag 7 and into small caps and interest rate sensitive sectors. Do you think this is fund managers getting the greenlight to finally stop following stocks whose valuations they haven't believed in for some time, but had to at least equal weight them to maintain their performance?
13:20 15:48 36:22 56:29
what happened to ABR😂😂
From what I can gather
Viceroy is shorting it, again
And there’s a DoJ/ FBI probe into it, allegedly.
There’s no confirmation or comment officially from DoJ/FBI
There’s a Bloomberg ticker feed/ article
But that’s pretty much it, can’t find more information
Meldrum rug pulled us
ABR released a statement saying they are confident that their conduct was proper. There was a long WSJ story about mortgage fraud and investigations a couple of days ago. It is not just ABR, it is almost every firm in that space being investigated.
@@MarkMeldrum *very confident haha.
@@blake1473wild that you want to blame someone else for any type of investment decision you make