oct buy-->ARM HOLDINGS?
providing the AI chip in Apple phones
It's always nice when you have the news first...
GBA Sell--->ARM Arm Holdings plc- 5 days up 20%
$147.76 8.58(+6.16%)10:42 AM 09/13/24
NASDAQ |$USD |Realtime
oct buy-->ARM HOLDINGS?
providing the AI chip in Apple phones
The likelihood of Trump win/loss will be manifested in the markets by an inversely proportional move in the indexes. He wins, we go down. He loses, we go up. And the markets will reflect that, reacting in kind to what is actually going on - prior to the election. And that is 1000% going against the grain. But I'm right.
$157--->$140I was bidding this weekend at a large multi-state on-line auction for a piece of equipment, but you know what I noticed, they had like 50 brand new 12,500 Watt home generators that listed for like $1800, DeWalts, and they all sold for around $400-$500. I don't need one or I'd have bought one.
The point is... America may be flush in back-up power supplies. The thought crossed my mind... is GNRC gonna miss? I mean we are supposedly going to have a big hurricane season... I fail to see how DeWalt would fire-sale brand spanking new generators that are large enough to power a decent size home. And these were tri-fuel too. Ie, gasoline, propane, or natty.
The Peter Lynch short report.

Hell of a call! I bought AVGO instead at $138-$140s. Should have added ARM!It's always nice when you have the news first...
GBA Sell--->ARM Arm Holdings plc- 5 days up 20%
$147.76 8.58(+6.16%)10:42 AM 09/13/24
NASDAQ |$USD |Realtime
The S&P is within 1% of an all-time high coming into what could possibly be a hotly disputed Presidential election and any chaos that might go along with that. Of course we'll pull back at some point. Use my 5734 as a high if we get there.Still nobody has claimed the prize-- why is SEPT 20 D Day???
You have to ask yourself a few questions.
1> Why did the Gov relax the bank's standards for cash on hand. Was it just aggressive lobbying which is the story going around town. or is something else up. Does that money need to be freed up for something else. Banks have started selling off after that bit of very good news a 50% lowering of requirements is huge.. My antennas went up.
2> What will retail sales look like. I think very bad.
The major argument always against .50 is that it will spook the market,... something terrible is down the road.. but in this case things are slightly different. The market i think would reward it.
I for one am always for .50 to start a cycle. I would of done it in June/July.
“If the Fed cuts by 25 basis points next week, they are putting themselves behind the curve,” said Bryan Whalen, chief investment officer at The TCW Group. He said momentum for a half-point cut next week will increase should retail sales data show unexpected weakness ahead of the Fed meeting concluding. “If they only do 25, that’s more bullish for bonds because it means the Fed will have to be more reactive down the road.”
A sharp rally in the October fed funds futures contract over Thursday’s afternoon session was met with a heavy drop in open interest in the contract, a sign of traders quickly covering wagers on a quarter-point move with the prospect of a bigger cut once again on the table.
Citing the current Fed policy rate of 5.25% to 5.5%, “they are a hundred basis points too high,” said Gregory Faranello, head of US rates trading and strategy for AmeriVet Securities. “If Powell wants 50, they will go; the other members of the Fed will jump on board.”

Hell of a call! I bought AVGO instead at $138-$140s. Should have added ARM!
Ted I wonder if you had a bit of a SAVANT moment there with ELF
check this out:
Elf Beauty initiated with bullish view at B. Riley, here's why » 17:14 ELF B. Riley initiate
Ulta Beauty initiated with bearish view at B. Riley, here's why » 17:13 ULTA![]()