Risk on, the market has been held BACK by tariff uncertainty, uncertainty around cuts and the Fed.
That’s gone. J Pow says immediate .25 bps cut followed by a cut in Nov and Dec.
🌽 144k by Oct
If you think spy has escaped the stratosphere just wait until j pow says good afternoon, bers will be a relic of the past. Something you tell your grandkids and theyll think you’re senile
I was a longterm discover investor. I think there are a lot of synergies between them and COF that can be exploited and in the near term COF will be able to use cash from moving their cards to the discover network from visa/mastercard to give better credit card offerings. I also like that they have a relatively small physical footprint since most banking is moving online. Capital One is a long hold for me. AMD is a pure AI hype play, I feel like I’ve ignored it way too long so I waited for AMD to get beaten down and went in.