Tuesday Target | 37/52
Tuesday Target | 37/52
Anticlimaxes Everywhere
Dinner for the Dogs: Cringe at Its Best
Trump vs. Harris in last night’s debate: a mix of fiery exchanges and eye-roll moments, depending on which X feed you followed. Harris went after Trump over his legal battles, many of which her party is pushing, and his claim that immigrants were eating pets. Trump, sticking to his playbook, bragged about his rally sizes and dismissed Harris’s policies as a left-leaning, only slightly more awake Biden knockoff. Both candidates left the stage looking like they had just been gently finished off, and while Harris landed more blows—who would have thought—the only substance was the bad taste left behind. Trump struggled to stay on point, leaving voters with a mediocre roasting battle with zero punchlines.
Tech’s Mojo Returns… With a Side of Apple’s Rainbow
Tech stocks had a mini-comeback after a brutal September start, with Palantir and Oracle leading the charge. But before getting complacent again, consider the bruised state of Apple post-iPhone 16—a gadget launch so bland that the only thing left propping up Apple’s share price seems to be buybacks and accretion. If you haven’t already cringed at Tim Cook’s forced, inclusive rainbow charm in Apple’s overly staged, wannabe-nature event, do yourself a favor and watch it. Talk about "Fremdscham." Yet while the Mag 7 wobbles, the market remains resilient—mostly. The debate over AI investments and tech dominance continues, but don’t expect any major shakeups. The next FOMC meeting and earnings reports are where the real action awaits.
Sneaky CPI: Fireworks or Just a Bump?
No one expected the Fed to juggle fire and ice this September, but here we are. With mixed signals from the jobs data and this week’s CPI report stepping in as the tiebreaker, the big question remains: 25bps or 50bps? Analysts are divided. While inflation looks tame, airfares, used cars, and car insurance volatility could quickly shake things up. The soft landing crowd might want to brace themselves. If CPI ticks higher, we could be in for another fiery debate about how soon the Fed can claim victory over inflation—or if we’re just riding a bumpy recovery wave.
Become Rich Overnight with Options? Yeah Right…
TUESDAY TARGET: Another exit is on the horizon—Rocket Lab is delivering, and we’re not turning down an 85% profit gift from the Reddit crowd, as predicted a few weeks back in the Subscriber Chat. Thank you.
Please note, all content is for educational purposes and isn't personalized for individual portfolios or financial advice. Curious about putting any of these ideas into action? Juri von Randow is here to offer guidance or connect you with the right resources.