VRA Midday Stock Market Commentary - July 25, 2022
VRA Investing Podcast · Vertical Research Advisory
July 25, 20228m 13s
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Show Notes
Here’s today's VRA VidCast:
- The most important week of the summer. $8 trillion in mega-tech earnings, Fed rate hike/presser and Q2 GDP.
- Fed funds rate and 10 year yields. Inversion is nearing. Animal spirits are gone. Recession follows.
- "Let’s Go Brandon".
- Fund flows into equities from short covering, buybacks and underinvested money managers should keep stocks rising.
- Analytics and sentiment flashing “buy”, into midterms and year end.