Exnavyew's Account Talk

[exnavyew]

Just FYI:

Dan Ives has created an AI ETF.
(IVES), seriously

Dan IVES Wedbush AI Revolution ETF (IVES)​

https://finance.yahoo.com/quote/IVES/

Inception date was June 3,2025 and thru yesterday was up 11%.

 

[exnavyew]

Who said what to 'crash' the market late in the day today?
Market didn't like what Powell had to say or something else?
Grrr.

 

[exnavyew]

On the bright side maybe Trump's latest 'trade shock' today will create another April buying opportunity
this August!!

 

[exnavyew]

On the bright side maybe Trump's latest 'trade shock' today will create another April buying opportunity
this August!!

Well zapping the global economy is one way to get the press to stop talking about
the Epstein files!!

Trump tariffs live updates: Trump outlines sweeping new tariffs for dozens of trade partners​

https://finance.yahoo.com/news/live...s-for-dozens-of-trade-partners-200619934.html

 

[exnavyew]

Odds of a fed rate cut:

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

 

[exnavyew]

Odds of a fed rate cut:

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

'A gamechanger': Economists react to weak July jobs report as rate cut bets surge​

https://finance.yahoo.com/news/a-ga...-report-as-rate-cut-bets-surge-161638670.html

Current odds of a Fed rate cut:
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

 

[exnavyew]

Possible short term squeeze play?

Friday's Jobs Data Could Unleash A Dollar Short Squeeze Not Seen In Decades​

https://www.yahoo.com/finance/news/fridays-jobs-data-could-unleash-023111229.html

 

[Jsthere4211]

On the bright side maybe Trump's latest 'trade shock' today will create another April buying opportunity
this August!!

Could be . Maybe in early September. At least 3/4 weeks . Only if I knew !

 

[exnavyew]

Odds of a Fed rate cut now at 95.9%!!
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html


And Tom Lee says 'buy the dip'.

Major analyst who forecast stocks' rally sends 3-word message to investors​

https://www.yahoo.com/finance/news/major-analyst-forecast-stocks-rally-011257335.html

 

[tsptalk]

Odds of a Fed rate cut now at 95.9%!!
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Bank of America CEO says his economic team still thinks no cuts this year (not until next year.)

 

[exnavyew]

FWIW:

Tom Lee Says Fed's About To Pivot As Goldman Warns Of Largest Jobs Revisions Since 1968: 'Supportive Of Higher PE'​

https://www.yahoo.com/finance/news/tom-lee-says-feds-pivot-003127974.html

 

[exnavyew]

Tom Lee predicting SP500 hitting 6500 to 6600 THIS MONTH (Aug 2025) !!??
Dude.
Excuse me while I reallocate my TSP STAT!!

 

[exnavyew]

FWIW:

Despite the FedWatch odds B of A says not so fast:
(IMHO: Not very scientific but it doesn't 'feel' like we'll get a rate cut.)
Maybe FedWatch odds are reflecting a hope/wish for a cut and aren't realistic?
If the current runup of the stock market runs into the reality of no cut in Sept.
things could get ugly.
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Bank of America sees stagflation, not recession—and no rate cut this year. It’s because of 2 specific Trump policies​

https://www.yahoo.com/finance/news/bank-america-sees-stagflation-not-183756049.html