Magnificent 7 now the troubling 3, underscores market weakness
Jul 02, 2025•29 min
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Episode description
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With Stagflation
The Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For access to all investing groups, stock scores and dividend grades, subscribe now: seekingalpha.com/subscriptions
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With Stagflation
The Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For access to all investing groups, stock scores and dividend grades, subscribe now: seekingalpha.com/subscriptions
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