This is the true health of the American consumer: OSAIC chief market strategist
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Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $1 179,11 18 juil 2026Actuel $1 124,21 09 sept 2026Résultat −$54,90vs. indice −7,2% SPY +2,6% sur la même période
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Contexte de la transcription source
… TO BOOST SALES AND YOU LOOK AT THEM DOWN FOR THE YEAR BUT I THINK WHEN YOU LOOK AT DOUBLE-DIGIT EARNINGS GROWTH, THE COMPANY THAT'S VERY DIVERSIFIED AI AND TECHNOLOGY WHOSE ENGAGEMENT AND THEY HAD OVER 500 NEW CUSTOMERS IN THE LAST MONTH. TO ME A COPY THAT REFLECTS WHERE CARE IS GOING WHICH WILL BE A MAJOR PORTION OF THE PORTFOLIO. >> THE SCANDAL WAS SO BAD IT INTRODUCED QUARTERLY EARNINGS. YOU HAD TO GET AFTER THEM AND THIS IS WHAT YOU ARE TALKING ABOUT, BUT IT'S A NICE MOVE, A NICE BREAKOUT. XYZ BLOCK, PAYMENTS, CASH ACT, I'VE NEVER MADE MONEY WITH THIS TALK. >> IS…
TO ME A COPY THAT REFLECTS WHERE CARE IS GOING WHICH WILL BE A MAJOR PORTION OF THE PORTFOLIO.
Contexte extrait par IA "ONCOLOGY DIVISION IS DOING QUITE WELL BUT GLP-1, A MAJOR PLAYER IN THAT SPACE ... THEY HAD OVER 500 NEW CUSTOMERS IN THE LAST MONTH. TO ME A COPY THAT REFLECTS WHERE CARE IS GOING WHICH WILL BE A MAJOR PORTION OF THE PORTFOLIO."
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Entrée $88,80 18 juil 2026Actuel $82,65 09 sept 2026Résultat −$6,15vs. indice −9,5% SPY +2,6% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…ONE MORE LEVEL AND IT COULD BE A MAJOR BREAKOUT. THIS ONE, WE HEAR ABOUT ALL THE TIME, WE KIND OF KNOW THE STORY, HUGE WINNERS UNDER OBAMA, A TON OF MONEY WITH THE SOLAR PANELS. UTILITIES HAVEN'T LIVED UP TO THE HYPE IN MY OPINION, YET. >> THAT'S WHY I WANT YOU TO BUY THEM. THE REALITY IS, THIRST FOR POWER. ONLY ONE OF THE BIGGEST UTILITY COMPANIES IN THE COUNTRY IN YOUR PORTFOLIO WILL FOCUS ON THE RENEWABLE SIDE, BUT THEY WILL DO WITH BATTERY TECHNOLOGY AND THEY ARE A LEADER IN THAT AND IT PLAYS INTO SPECIFI…
THAT'S WHY I WANT YOU TO BUY THEM.
Contexte extrait par IA "THAT'S WHY I WANT YOU TO BUY THEM. THE REALITY IS, THIRST FOR POWER. ONLY ONE OF THE BIGGEST UTILITY COMPANIES IN THE COUNTRY IN YOUR PORTFOLIO WILL FOCUS ON THE RENEWABLE SIDE, BUT THEY WILL DO WITH BATTERY TECHNOLOGY AND THEY ARE A LEADER IN THAT AND IT PLAYS INTO SPECIFICALLY DATA CENTERS"
Transcription Complète
IS A LOT TO CHEW ON AS TODAY HAD TO GO BACK TO THE DRAWING BOARD, CHIEF MARKET STRATEGIST, PHIL, A LOT HAPPENING TODAY, INFLATION NUMBERS HERE IS THE THING, WE ARE HEADING IN THE RIGHT DIRECTION, YOU CAN QUIBBLE ABOUT ALL THIS BUT I KNOW MOST OF THE MEDIA WILL SAY IT'S ENERGY, BUT IT WAS A LOT MORE, I THINK WE SHOULD CELEBRATE TODAY'S NUMBERS. >> SERVICE PART OF CPI CLEARLY SAYS HOT POST PANDEMIC AND COOLING OFF IN GOODS EVEN MORE. WHAT AMAZES ME IS THE HEIGHT THE LAST SIX WEEKS ABOUT INFLATION AND WE ALL KNOW THE HEADLINE WAS HIGHER BECAUSE OF ENERGY, BUT THE COURT NUMBER WAS NEVER BACK. >> SUBSTANTIALLY LESS THAN EXPECTED. WE GOT RETAIL SALES COMING FROM THE RED BOOK, THIS IS A SERIES THAT GOES BACK YEARS AND LOOK AT THIS RETAIL SPENDING, I DO KNOW YOU EVEN EXPLAIN THIS, PHENOMENAL. THAT WAS THE JULY NUMBER AND YOU TALK ABOUT HOW HEALTHY THE CONSUMER IS. >> I DON'T UNDERSTAND, EVERYONE GOT A SIGNIFICANT TAX RATE, MONEY IN THE POCKET AND WAGES IN SOCIAL SECURITY AND ALSO HAPPENED, CHILD CARE CLINICS BUT ON TOP OF IT YOU LOOK AT WAGES OUT OF THE LAST 11 YEARS, I'M A LITTLE WORRIED ABOUT THIS, SAVING RATES ARE A LITTLE LOW AND IS NOT A BIG DEAL, TWO AND A HALF A% BUT THIS TELLS YOU CLEARLY FULL EMPLOYMENT, SOLID WAGE GROWTH AND EVERYBODY IS DOING WELL AND THE ECONOMY REFLECTS IT. >> KNOWING WHAT WE KNOW FROM CPI, ARE YOU PENCILING IN RATE HIKES? >> I NEVER THOUGHT A RATE HIKE BUT WHEN YOU THINK ABOUT THE WAR IN THE CONFLICT AND IF OIL DOES GO HIGHER IN THE 90s, I CAN SEE THAT BUT I DON'T GET CONTINUES AT THIS PACE SO I DON'T THINK SO WHAT THE MARKET, ESPECIALLY THE TEN YEAR TREASURY IS NOT CLEARLY SAID NO YOU AND THAT'S THE ONE TO WATCH. >> GLOBAL HEALTHCARE COMPANY JUST A BIT OF PHARMACEUTICALS, EVERYONE LIKES OF CARE AND THEY ARE TRYING TO FIND THE NICHE THERE, WHY THIS ONE? >> ONCOLOGY DIVISION IS DOING QUITE WELL BUT GLP-1, A MAJOR PLAYER IN THAT SPACE FOR THE THIRD THING IS EMBRACING TECHNOLOGY AND AI AND HOW THEY CAN USE THAT TO BOOST SALES AND YOU LOOK AT THEM DOWN FOR THE YEAR BUT I THINK WHEN YOU LOOK AT DOUBLE-DIGIT EARNINGS GROWTH, THE COMPANY THAT'S VERY DIVERSIFIED AI AND TECHNOLOGY WHOSE ENGAGEMENT AND THEY HAD OVER 500 NEW CUSTOMERS IN THE LAST MONTH. TO ME A COPY THAT REFLECTS WHERE CARE IS GOING WHICH WILL BE A MAJOR PORTION OF THE PORTFOLIO. >> THE SCANDAL WAS SO BAD IT INTRODUCED QUARTERLY EARNINGS. YOU HAD TO GET AFTER THEM AND THIS IS WHAT YOU ARE TALKING ABOUT, BUT IT'S A NICE MOVE, A NICE BREAKOUT. XYZ BLOCK, PAYMENTS, CASH ACT, I'VE NEVER MADE MONEY WITH THIS TALK. >> IS REALLY DOING WELL, IT COULD BE CONSIDERED BUT GETTING IT AT A DISCOUNT. FORTY TO 45, 24. >> YOU GOT 40% EARNINGS GROWTH AND YEAR-OVER-YEAR DOUBLE-DIGIT COVID-19 TO 20, THIS IS A COMPANY THAT COULD USE AI TO DEVELOP NEW PRODUCTS AND I THINK IT HAS A CHANCE TO MAKE MONEY ON IT. >> IT IS WELL ABOVE KEEP MOVING AVERAGE AND IT LOOKS LIKE ONE MORE LEVEL AND IT COULD BE A MAJOR BREAKOUT. THIS ONE, WE HEAR ABOUT ALL THE TIME, WE KIND OF KNOW THE STORY, HUGE WINNERS UNDER OBAMA, A TON OF MONEY WITH THE SOLAR PANELS. UTILITIES HAVEN'T LIVED UP TO THE HYPE IN MY OPINION, YET. >> THAT'S WHY I WANT YOU TO BUY THEM. THE REALITY IS, THIRST FOR POWER. ONLY ONE OF THE BIGGEST UTILITY COMPANIES IN THE COUNTRY IN YOUR PORTFOLIO WILL FOCUS ON THE RENEWABLE SIDE, BUT THEY WILL DO WITH BATTERY TECHNOLOGY AND THEY ARE A LEADER IN THAT AND IT PLAYS INTO SPECIFICALLY DATA CENTERS, I THINK YOU HAVE TO ONLY'S. >> PRETTY GOOD FIELD AS WELL. >> YOU LOOK AT A COMPANY LIKE THIS, IT WILL PAY AND THEN YOU GET THIS BOOST FROM POWER THAT WE KNOW WE NEED POWER AND ULTIMATELY DATA CENTERS, ELECTRIC CARS AND YOU HAVE TO HAVE THIS IS
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