Magnificent 7 now the troubling 3, underscores market weakness
Update: 2025-07-02
Description
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35 ). Magnificent 7 now The Troubling 3 (2:05 ). Regrets from owning Amazon over Nvidia? (9:05 ). AI has more promise in healthcare (13:25 ). Painfully long Tesla (16:15 ). Poor liquidity in marketplace (18:50 ). US economy health most important, especially employment (24:00 ).
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With Stagflation
The Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
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Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With Stagflation
The Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For access to all investing groups, stock scores and dividend grades, subscribe now: seekingalpha.com/subscriptions
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