What's really moving these markets

Ep.1259 Jul 3, 2025

The Fed will cut rates in September

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Inside this episode

Happy 4th of July!
The Fed will cut rates in September
An incredible way to profit from surging energy demand
Centene's plunge is a warning about the healthcare sector

Is it time to buy Constellation Brands (STZ)?
This report on Apple (AAPL) is laughable
The crypto stock surge: 2 trade ideas
This beloved retailer is setting up for a bounce

This week's trade

Not long ago, this retailer was a Wall Street darling—riding the pandemic wave all the way to record highs.

But a perfect storm of retail theft, supply chain messes, political controversy, and weak earnings sent the stock crashing over 50% from its peak.

Now it’s trading near COVID-era lows… and analysts are slashing expectations.

The situation sets the stage for a classic earnings surprise.

With back-to-school shopping and a major promotional event on the horizon, this setup could fuel a fast 20–30% pop in share price.

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What you get:

Opportunities to leverage market dislocations
Weekly trade recommendation
Bi-monthly portfolio reviews
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