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Ep.1167 Aug 15, 2024

Don’t bet against the consumer

  • Market Insights
  • Stock Analysis

Inside this episodes

  • Proof that we're in a "Goldilocks" economy
  • What Walmart's earnings say about consumer health
  • Alibaba's massive restructuring plan isn’t working
  • JD.com shows why not all buybacks are created equal
  • China is in crisis—and no one is talking about it
  • Why I think gold is going to $3,000
  • Buffett just upped his stake in this $3 stock
  • Nvidia filed a 13F…
  • An important note about our company's future

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