Скачать или смотреть The FED Just Lit the Fuse for a Major Rally

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Timestamps:
00:00 Intro
00:55 Payroll Revisions and Political Spin on Jobs Data
01:41 Crucial Dates: September 5th Jobs Data & September 11th Inflation Report
02:25 Why Jobs Below 100K Could Virtually Guarantee a Rate Cut
03:13 Trump’s Strategy: Cleaning Up Jobs Data for Rate Cuts
03:54 The EPS vs. Stock Price Gap in Semiconductors
04:55 The Real Long-Term Opportunity: Five Phases of Innovation
05:49 Where the Big Money is Made in Innovation Cycles
06:47 Why Healthcare Insiders Are Buying Heavily
07:26 Healthcare ETF (XLV) Breaking Out – Early Signals
08:26 Biotech ETF (XBI) Showing Strong Recovery Pattern
09:50 Other Strong Sectors: Insurance and Beyond
10:27 Focus on Money Flows Instead of Hype
11:01 Outro

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