& breaking down the September slump.
& hedge funds are buying Chinese stocks at fastest pace
& a $291B budget deficit in July.
& $166B of stock buybacks in July set a new record.
& U.S. GDP blew past expectations.
& Google's Search business is NOT dead.
& 116 publicly traded companies hold Bitcoin.
& thanks so much for your kindness.
& Bitcoin is preparing for $125K.
& cracks are forming in the U.S. labor market.
& PLTM is up +37% since our livestream.
& inflation continues to cool.
& the Mag 7 had +27% EPS growth vs +9.4% for the other 493.
& Nvidia delivers $26.1B in free cash flow
& hedge funds think the market will crash... again
& fear in the markets has disappeared.
& $600B in share buybacks announced.
& the worst GDP print in three years.
& Amazon's long-term profitability...
& Gold's +619% 20-year return.
& inflation falls to 4-year lows.
Tariffs, rate cuts, & economic uncertainty.
& employee confidence has plummeted.
& webinar replay link.
& is the market pricing in a recession?
