Avsnitt
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With the CPI coming in hotter than expected, the market has reduced its rate-cut expectations to just one in October. Tony shares his analysis on the impact as well as a new trade idea in gold mining.
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Options Disclosure Document
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Tony begins the show by giving his take on tariffs and how the markets have reacted to the events over the past week. He then shares a bullish trade idea focused on the semiconductor industry and looks back to a recent trade for a famous consumer discretionary company.
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Options Disclosure Document
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Saknas det avsnitt?
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A Chinese AI model triggered a sell-off this past week and underscored the importance of AI moving forward. However, the dip may present a buying opportunity, with many investors believing this was an overreaction. Tony highlights a bullish opportunity in healthcare and encourages holding a bearish position in a key EV manufacturer during his lookback.
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Options Disclosure Document
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Tony discusses the latest market developments. While falling oil prices and a strong start to earnings season are seen as positives, concern over inflation and the upcoming Fed meeting may be tempering market momentum. He then shares two trade ideas: a bullish move for a financial tech company and a bearish play for a consumer staples fund.
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Options Disclosure Document
