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Rate Of Return

Jul 15 at 10:08 AM

June CPI came in lower than expected and the markets cheered slightly. Software stocks turned positive by closing while massive capital was flowing back into chips and memory stocks. However, I still hold a neutral stance as the macro risk is still very real. With companies starting to report earnings from the end of the month, I will be paying close attention to what they have to say.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%

Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...

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