Rob Passarella retweeted
You Ain’t Seen Nothing Yet 🚨
On episode 267 of The Compound and Friends, @Downtown and @michaelbatnick are joined by Dan Clifton of @BairdStrategas to break down the post-midterm market chaos, the AI stock selloff, growing backlash against data centers, and why stocks could be
Plus, the future of the Fed, oil prices, healthcare stocks, and what Washington's political shakeup means for investors.🎙️
On episode 267 of The Compound and Friends, @Downtown and @michaelbatnick are joined by Dan Clifton of @BairdStrategas to break down the post-midterm market chaos, the AI stock selloff, growing backlash against data centers, and why stocks could be
Plus, the future of the Fed, oil prices, healthcare stocks, and what Washington's political shakeup means for investors.🎙️
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Rob Passarella retweeted
Anthropic has more cash on hand than all of the Mag 7 except for Alphabet. 😱
Our chart of the week over at Exhibit A
Our chart of the week over at Exhibit A
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Rob Passarella retweeted
The Bulls Are Trapped🐂
@Downtown and @michaelbatnick are joined by Alex Altmann of @BarclaysCIB to discuss why investors can't stop buying the dip, whether Wall Street is actually bearish on AI, and how 401(k) flows are fueling the relentless bid in stocks. Plus, the AI Weave's debt concerns, Microsoft's $25 billion bond deal, the $1 trillion AI revenue gap, and whether the stock market has become the economy.🎙️
@Downtown and @michaelbatnick are joined by Alex Altmann of @BarclaysCIB to discuss why investors can't stop buying the dip, whether Wall Street is actually bearish on AI, and how 401(k) flows are fueling the relentless bid in stocks. Plus, the AI Weave's debt concerns, Microsoft's $25 billion bond deal, the $1 trillion AI revenue gap, and whether the stock market has become the economy.🎙️
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Rob Passarella retweeted
LIVE TODAY AT 1PM ET!
@Downtown Josh Brown joins @awealthofcs and @duncanhillphoto to discuss whether direct indexing is worth it, how to put excess cash to work, why luxury stocks are struggling, the energy sector's outperformance, and whether buying a home still makes in on YouTube or stream it here on X🎙️💸
@Downtown Josh Brown joins @awealthofcs and @duncanhillphoto to discuss whether direct indexing is worth it, how to put excess cash to work, why luxury stocks are struggling, the energy sector's outperformance, and whether buying a home still makes in on YouTube or stream it here on X🎙️💸
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Rob Passarella retweeted
It's a Bloodbath!
On EP. 487, @michaelbatnick and @awealthofcs discuss the carnage beneath the surface of the stock market, AI debt fears, CoreWeave's Rocky IV moment, falling valuations, the risk-taking frenzy of the 2020s, and why so many lottery tickets aren't paying off. ng away money, boomers vs. property taxes, and more.
🎧 Watch or listen now!👇
On EP. 487, @michaelbatnick and @awealthofcs discuss the carnage beneath the surface of the stock market, AI debt fears, CoreWeave's Rocky IV moment, falling valuations, the risk-taking frenzy of the 2020s, and why so many lottery tickets aren't paying off. ng away money, boomers vs. property taxes, and more.
🎧 Watch or listen now!👇
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Sometimes we catch the right moment and find it later @TheCompoundNews @Downtown doing his thing last week
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RT @JC_ParetsX: The S&P Technology Index closed yesterday at the highest levels in history. Let's check in on how the media is responding..…
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Rob Passarella retweeted
Special appearance from @Downtown
"The Mexican Peso is the $NVDA of emerging market currencies" -@sam_gatlin
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Rob Passarella retweeted
America's rich aren't just in Silicon Valley and Manhattan. They're auto dealers, consultants, and other business owners across the U.S.—and they hold 13x more wealth than the Forbes 400 combined.
My latest on who's really rich in America: ofdollarsanddata.com/who-is-really-…
My latest on who's really rich in America: ofdollarsanddata.com/who-is-really-…
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Rob Passarella retweeted
🤔 Is AI tech overvalued?
That's the first question @turneyduff, @BrianSozzi, @HardikaInvests, @realMeetKevin, and @mattcerminaro tackle on today's Market Hang.
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Rob Passarella retweeted
AI boom. Rising rates. The U.S. vs. China race. Robotics, blockchain, and where the🐂 bull market goes from here
Tom Lee (@fundstrat) and Dan Ives (@DivesTech) covered all of it with Josh Brown (@Downtown) and Michael Batnick (@michaelbatnick) at @FutureProof_HQ
🎙️@TheCompoundNews episode on the 🏖️ beach is now live.
Watch now youtu.be/ChZhV1jKbRE
Tom Lee (@fundstrat) and Dan Ives (@DivesTech) covered all of it with Josh Brown (@Downtown) and Michael Batnick (@michaelbatnick) at @FutureProof_HQ
🎙️@TheCompoundNews episode on the 🏖️ beach is now live.
Watch now youtu.be/ChZhV1jKbRE
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Rob Passarella retweeted
Tom Lee & Dan Ives Explain Everything
@Downtown and @michaelbatnick are joined by @DivesTech and @fundstrat to break down the AI boom, rising rates, Nvidia, the U.S. vs. China AI race, robotics, software, blockchain, Apple, Palantir, and what’s next for the bull market👀
@Downtown and @michaelbatnick are joined by @DivesTech and @fundstrat to break down the AI boom, rising rates, Nvidia, the U.S. vs. China AI race, robotics, software, blockchain, Apple, Palantir, and what’s next for the bull market👀
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